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 | $19,670 |
Filed as: UNITED PLANNERS FNCL SVCS OF AMERIC Service code 15 · EIN 86-0588303 | Recordkeeping | $10,675 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,390 | $65,390-68.8% | $169,368-88.0% | $71,457-71.5% |
| Participation rate | 81.2% | 67.0%+14.2pp | 77.1%+4.0pp | 67.9%+13.2pp |
| Annual return | 13.17% | 21.31%-8.1pp | 405.60%-392.4pp | 28.85%-15.7pp |
| Employer contribution / active EE | $681 | $2,079-67.3% | $4,013-83.0% | $2,588-73.7% |
| Participant deferral / active EE | $3,752 | $4,367-14.1% | $6,221-39.7% | $4,289-12.5% |
| Admin fee / account holder | $147 | $1,324-88.9% | $9,003-98.4% | $1,587-90.7% |