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 | $92,829 |
Filed as: WEALTH STRATEGIES GROUP Service code 27 · EIN 95-2755361 7761 SHAFFER PARKWAY, SUITE 100 · LITTLETON, CO 80127 | Advisory (Plan) | $9,374 |
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 | $62,921 | $95,274-34.0% | $135,903-53.7% | $74,419-15.5% |
| Participation rate | 63.3% | 78.2%-14.9pp | 81.9%-18.6pp | 70.7%-7.4pp |
| Annual return | 21.06% | 32.77%-11.7pp | 68.23%-47.2pp | 34.38%-13.3pp |
| Employer contribution / active EE | $3,530 | $3,874-8.9% | $4,856-27.3% | $2,637+33.8% |
| Participant deferral / active EE | $6,200 | $7,782-20.3% | $7,758-20.1% | $4,528+36.9% |
| Admin fee / account holder | $278 | $266+4.4% | $10,762-97.4% | $348-20.2% |