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 | $121,937 |
FUND DIRECT ADVISORS2 years Filed as: FUND EVALUATION GROUP, LLC Service code 27 201 EAST FIFTH STREET SUITE 1600 · CINCINNATI, OH 45202 | Advisory (Plan) | $8,448 |
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 | $231,823 | $82,202+182.0% | $125,339+85.0% | $64,808+257.7% |
| Participation rate | 86.0% | 77.9%+8.1pp | 82.4%+3.6pp | 71.5%+14.5pp |
| Annual return | -15.80% | 3.48%-19.3pp | 572.05%-587.8pp | 32.82%-48.6pp |
| Employer contribution / active EE | $6,727 | $3,615+86.1% | $4,814+39.7% | $2,506+168.5% |
| Participant deferral / active EE | $8,956 | $7,175+24.8% | $7,446+20.3% | $4,310+107.8% |
| Admin fee / account holder | $136 | $163-16.7% | $10,010-98.6% | $188-27.6% |