See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $73,647 |
Filed as: WILSHIRE ASSOCIATES, INC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $9,206 |
LPL FINANCIAL1 year Service code 27 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 921213091 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,815 | $104,317-47.5% | $159,436-65.6% | $86,799-36.8% |
| Participation rate | 66.7% | 77.7%-11.0pp | 82.8%-16.1pp | 72.3%-5.5pp |
| Annual return | 18.80% | 26.32%-7.5pp | 263.57%-244.8pp | 97.91%-79.1pp |
| Employer contribution / active EE | $2,949 | $3,451-14.5% | $4,829-38.9% | $2,405+22.6% |
| Participant deferral / active EE | $4,797 | $6,837-29.8% | $7,352-34.8% | $4,131+16.1% |
| Admin fee / account holder | $216 | $172+25.3% | $10,799-98.0% | $170+27.3% |