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 Service code 15 · EIN 01-0233346 | Recordkeeping | $77,375 |
SAIPH CAPITAL LLC2 years Filed as: SAIPH CAPITAL, LLC Service code 27 · EIN 86-2052065 | Advisory (Plan) | $46,919 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH&BROWN, PC Service code 10 · EIN 22-2027092 | Accounting | $22,360 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,656 | $129,095-69.3% | $184,200-78.5% | $77,671-48.9% |
| Participation rate | 88.9% | 87.3%+1.6pp | 86.8%+2.1pp | 70.6%+18.4pp |
| Annual return | 18.14% | 33.29%-15.1pp | 28.80%-10.7pp | 31.21%-13.1pp |
| Employer contribution / active EE | $0 | $4,410-100.0% | $6,424-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $4,855 | $7,300-33.5% | $9,132-46.8% | $4,648+4.5% |
| Admin fee / account holder | $163 | $256-36.2% | $13,907-98.8% | $430-62.1% |