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 6-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 TRUST COMPANY LLC Service code 15 · EIN 01-0233346 | Recordkeeping | $71,435 |
Filed as: HAUSER RETIREMENT SOLUTIONS LLC Service code 27 · EIN 47-1534832 | Advisory (Plan) | $45,102 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $25,375 |
Filed as: PLANNED RETIREMENT CONSULTANTS Service code 15 · EIN 45-4208939 AND ADMINISTRATORS · RIDGEWOOD, NJ 074515126 | Recordkeeping | $13,524 |
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 | $75,523 | $50,815+48.6% | $155,509-51.4% | $77,643-2.7% |
| Participation rate | 82.6% | 63.1%+19.5pp | 78.2%+4.4pp | 70.6%+12.0pp |
| Annual return | 14.05% | 34.80%-20.8pp | 64.67%-50.6pp | 31.24%-17.2pp |
| Employer contribution / active EE | $1,632 | $1,993-18.1% | $4,672-65.1% | $2,726-40.1% |
| Participant deferral / active EE | $5,099 | $2,822+80.7% | $5,626-9.4% | $4,647+9.7% |
| Admin fee / account holder | $292 | $437-33.2% | $15,912-98.2% | $430-32.3% |