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 RETIREMENT PLAN SVCS Service code 15 · EIN 01-0234446 | Recordkeeping | $21,573 |
KERBER, ECK & BRAECKEL LLP4 years Service code 10 · EIN 43-0352985 | Accounting | $15,500 |
QUORUM CONSULTING GROUP4 years Service code 14 · EIN 37-1331544 | Plan Administrator | $8,210 |
CAVANAGH & O'HARA2 years Filed as: CANANAGH & OHARA Service code 29 · EIN 37-1259635 | Legal | $6,903 |
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 | $0 | $60,323-100.0% | $81,812-100.0% | $74,495-100.0% |
| Participation rate | 0.0% | 62.9%-62.9pp | 72.3%-72.3pp | 67.2%-67.2pp |
| Annual return | 14.33% | 16.90%-2.6pp | 773.79%-759.5pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $3,643 | $2,620+39.0% | $2,912+25.1% | $2,623+38.9% |
| Participant deferral / active EE | $820 | $3,387-75.8% | $4,319-81.0% | $4,346-81.1% |
| Admin fee / account holder | $0 | $1,486-100.0% | $7,386-100.0% | $1,942-100.0% |