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 | $116,446 |
FUND DIRECT ADVISORS1 year Filed as: FUND EVALUATION GROUP, LLC Service code 27 201 EAST FIFTH STREET SUITE 1600 · CINCINNATI, OH 45202 | Advisory (Plan) | $25,682 |
GREGORY J SCHWARTZ & COMPANY INC7+ years Filed as: SCHWARTZ & CO. Service code 27 3707 WEST MAPLE ROAD · BLOOMFIELD HILLS, MI 48301 | Advisory (Plan) | $20,613 |
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 | $285,808 | $104,317+174.0% | $159,436+79.3% | $86,799+229.3% |
| Participation rate | 88.0% | 77.7%+10.3pp | 82.8%+5.2pp | 72.3%+15.7pp |
| Annual return | 12.21% | 26.32%-14.1pp | 263.57%-251.4pp | 97.91%-85.7pp |
| Employer contribution / active EE | $8,063 | $3,451+133.7% | $4,829+67.0% | $2,405+235.2% |
| Participant deferral / active EE | $9,670 | $6,837+41.4% | $7,352+31.5% | $4,131+134.1% |
| Admin fee / account holder | $155 | $172-10.1% | $10,799-98.6% | $170-8.7% |