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 |
|---|---|---|
RYAN LABS ASSET MANAGEMENT6+ years Filed as: RYAN LAB INC. Service code 33 · EIN 47-3503928 | Securities brokerage | $147,949 |
Filed as: JOHN HANCOCK TRUST COMPANY LLC Service code 15 · EIN 80-0709115 | Recordkeeping | $83,568 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,185,213-100.0% | $353,945-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | - |
| Annual return | 14.51% | 42.38%-27.9pp | 10.57%+3.9pp | - |
| Employer contribution / active EE | $65,657 | $19,943+229.2% | $29,483+122.7% | - |
| Participant deferral / active EE | $0 | $669-100.0% | $150-100.0% | - |
| Admin fee / account holder | $0 | $2,937-100.0% | $2,009-100.0% | - |