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 SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $97,322 |
MOSS ADAMS LLP4 years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $12,000 |
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 | $54,492 | $81,908-33.5% | $90,749-40.0% | $64,808-15.9% |
| Participation rate | 97.5% | 80.5%+17.0pp | 75.7%+21.8pp | 71.5%+26.0pp |
| Annual return | -16.59% | -12.53%-4.1pp | -12.16%-4.4pp | 32.82%-49.4pp |
| Employer contribution / active EE | $1,538 | $3,065-49.8% | $2,921-47.3% | $2,506-38.6% |
| Participant deferral / active EE | $4,683 | $4,840-3.2% | $4,564+2.6% | $4,310+8.6% |
| Admin fee / account holder | $104 | $157-34.1% | $8,445-98.8% | $188-44.8% |