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 | $83,598 |
Filed as: WEALTH STRATEGIES GROUP Service code 27 · EIN 95-2755361 7761 SHAFFER PARKWAY, SUITE 100 · LITTLETON, CO 80127 | Advisory (Plan) | $9,293 |
LPL FINANCIAL2 years 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 | $50,548 | $82,202-38.5% | $125,339-59.7% | $64,808-22.0% |
| Participation rate | 63.1% | 77.9%-14.8pp | 82.4%-19.3pp | 71.5%-8.4pp |
| Annual return | -14.36% | 3.48%-17.8pp | 572.05%-586.4pp | 32.82%-47.2pp |
| Employer contribution / active EE | $3,405 | $3,615-5.8% | $4,814-29.3% | $2,506+35.9% |
| Participant deferral / active EE | $6,019 | $7,175-16.1% | $7,446-19.2% | $4,310+39.6% |
| Admin fee / account holder | $248 | $163+52.1% | $10,010-97.5% | $188+32.3% |