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 |
|---|---|---|
PENSION ASSURANCE LLP3+ years Filed as: PENSION BENEFITS UNLIMITED Service code 15 · EIN 33-0499726 | Recordkeeping | $17,774 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $3,021 |
Participant contribution per participant 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,972 | $55,449-64.0% | $83,848-76.2% | $56,287-64.5% |
| Participation rate | 85.2% | 68.0%+17.2pp | 76.1%+9.1pp | 69.9%+15.4pp |
| Annual return | -6.92% | -1.38%-5.5pp | 850.88%-857.8pp | -9.96%+3.0pp |
| Employer contribution / active EE | $13,705 | $2,430+463.9% | $3,631+277.5% | $2,111+549.2% |
| Participant deferral / active EE | $75 | $2,935-97.5% | $4,082-98.2% | $3,350-97.8% |
| Admin fee / account holder | $210 | $656-68.0% | $5,478-96.2% | $521-59.7% |