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 | $28,346 |
MALONEY & NOVOTNY LLC4+ years Filed as: MALONEY & NOVOTNY, LLC Service code 10 · EIN 34-0677006 | Accounting | $15,125 |
See 1 actuary disclosure. $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.
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 | $0 | $105,125-100.0% | $261,924-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.8%-36.8pp | 14.6%-14.6pp |
| Annual return | 2.35% | -3.32%+5.7pp | -2.99%+5.3pp | 10.56%-8.2pp |
| Employer contribution / active EE | $16,519 | $15,411+7.2% | $41,623-60.3% | $13,643+21.1% |
| Participant deferral / active EE | $0 | $512-100.0% | $35-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $38,841-100.0% | $3,354-100.0% |