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 01-0233346 | Recordkeeping | $25,100 |
Filed as: UNITED PLANNERS FNCL SVCS OF AMERIC Service code 15 · EIN 86-0588303 | Recordkeeping | $11,419 |
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 | $24,263 | $59,159-59.0% | $159,960-84.8% | $66,914-63.7% |
| Participation rate | 80.6% | 68.1%+12.5pp | 78.0%+2.7pp | 69.8%+10.8pp |
| Annual return | -12.60% | -12.26%-0.3pp | 408.60%-421.2pp | 1.58%-14.2pp |
| Employer contribution / active EE | $950 | $1,983-52.1% | $4,226-77.5% | $2,544-62.7% |
| Participant deferral / active EE | $5,206 | $4,395+18.5% | $6,182-15.8% | $4,237+22.9% |
| Admin fee / account holder | $193 | $591-67.3% | $8,698-97.8% | $593-67.4% |