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 9-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 | $184,025 |
SLEVIN & HART, P.C.4+ years Service code 29 · EIN 52-1708613 | Legal | $178,794 |
Service code 13 · EIN 36-4291971 | Contract Administrator | $61,387 |
KELLY PRESS INC4+ years Filed as: KELLY PRESS, INC. Service code 36 · EIN 52-0975591 | Copying and duplicating | $59,137 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $50,000 |
CALIBRE CPA GROUP PLLC4+ years Service code 10 · EIN 47-0900880 | Accounting | $33,205 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,358 | $127,796-84.9% | $76,768-74.8% | $73,367-73.6% |
| Participation rate | 76.9% | 88.2%-11.3pp | 77.0%-0.1pp | 69.5%+7.4pp |
| Annual return | -4.92% | -2.31%-2.6pp | 2.43%-7.3pp | 173.45%-178.4pp |
| Employer contribution / active EE | $350 | $3,931-91.1% | $2,485-85.9% | $2,499-86.0% |
| Participant deferral / active EE | $1,895 | $6,924-72.6% | $3,852-50.8% | $4,033-53.0% |
| Admin fee / account holder | $48 | $66-27.8% | $6,675-99.3% | $68-29.9% |