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 |
|---|---|---|
Service code 26 · EIN 81-1315717 2528 ALAMO COUNTRY CIRCLE · ALAMO, CA 94507 | Advisory (Participants) | $20,875 |
Filed as: JOHN HANCOCK LIFE INS. COMPANY Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $977 |
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 | $55,877 | $84,936-34.2% | $111,297-49.8% | $79,386-29.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 15.01% | 17.45%-2.4pp | 54.65%-39.6pp | 116.85%-101.8pp |
| Employer contribution / active EE | $3,892 | $1,979+96.7% | $2,731+42.5% | $2,427+60.3% |
| Participant deferral / active EE | $7,013 | $3,888+80.4% | $4,487+56.3% | $4,046+73.3% |
| Admin fee / account holder | $13 | $537-97.7% | $7,964-99.8% | $626-98.0% |