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 Service code 15 · EIN 01-0233346 | Recordkeeping | $96,475 |
GREGORY J SCHWARTZ & COMPANY INC6+ years Filed as: SCHWARTZ & CO. Service code 27 · EIN 38-2117812 | Advisory (Plan) | $82,962 |
NEWPORT GROUP, INC.1 year Service code 27 PO BOX 392781 · PITTSBURGH, PA 152519781 | Advisory (Plan) | $30,488 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,004 | $100,801+155.0% | $149,696+71.7% | $73,409+250.1% |
| Participation rate | 86.1% | 77.7%+8.4pp | 82.5%+3.6pp | 72.2%+13.9pp |
| Annual return | 3.88% | 265.34%-261.5pp | 276.60%-272.7pp | 59.29%-55.4pp |
| Employer contribution / active EE | $9,108 | $3,312+175.0% | $4,644+96.1% | $2,234+307.8% |
| Participant deferral / active EE | $7,472 | $6,404+16.7% | $6,842+9.2% | $3,805+96.3% |
| Admin fee / account holder | $201 | $181+11.0% | $9,309-97.8% | $158+27.1% |