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 7-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 | $32,042 |
MONETA GROUP LLC7+ years Filed as: MONETA GROUP, LLC Service code 27 · EIN 20-1903821 100 SOUTH BRENTWOOD BLVD · CLAYTON, MO 63105 | Advisory (Plan) | $17,196 |
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 | $50,333 | $79,184-36.4% | $102,438-50.9% | $74,546-32.5% |
| Participation rate | 96.2% | 74.8%+21.4pp | 76.5%+19.7pp | 67.2%+29.0pp |
| Annual return | 13.44% | 54.95%-41.5pp | 29.37%-15.9pp | 1366.03%-1352.6pp |
| Employer contribution / active EE | $1,053 | $2,362-55.4% | $3,024-65.2% | $2,624-59.9% |
| Participant deferral / active EE | $4,976 | $4,414+12.7% | $5,054-1.5% | $4,347+14.5% |
| Admin fee / account holder | $230 | $2,001-88.5% | $9,448-97.6% | $1,944-88.2% |