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 SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $36,826 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 13 1851 N RESLER DRIVE MS-100 · EL PASO, TX 79912 | Contract Administrator | $14,964 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $7,252 |
Filed as: FIDELITY ASSET MANAGEMENT SERVICES Service code 27 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,151 | $204,517-90.6% | $69,455-72.4% | $77,787-75.4% |
| Participation rate | 88.9% | 74.6%+14.3pp | 74.6%+14.3pp | 73.2%+15.7pp |
| Annual return | 22.16% | 22.10%+0.1pp | 28.97%-6.8pp | 32.57%-10.4pp |
| Employer contribution / active EE | $0 | $3,548-100.0% | $2,779-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $1,940 | $3,478-44.2% | $3,535-45.1% | $3,967-51.1% |
| Admin fee / account holder | $78 | $101-22.6% | $3,839-98.0% | $100-22.2% |