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 7-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 | $34,297 |
FUND DIRECT ADVISORS1 year Filed as: FUND EVALUATION GROUP, LLC Service code 27 201 EAST FIFTH STREET SUITE 1600 · CINCINNATI, OH 45202 | Advisory (Plan) | $4,318 |
SCHWARTZ, STEINSAPIR, ET AL2 years Filed as: SCHWARTZ & CO INVESTMENT ADVISORS Service code 27 3707 W MAPLE RD #3212 · BLOOMFIELD HILLS, MI 48301 | Advisory (Plan) | $3,332 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $167,916 | $104,317+61.0% | $159,436+5.3% | $86,799+93.5% |
| Participation rate | 71.6% | 77.7%-6.1pp | 82.8%-11.2pp | 72.3%-0.7pp |
| Annual return | 28.22% | 26.32%+1.9pp | 263.57%-235.3pp | 97.91%-69.7pp |
| Employer contribution / active EE | $88 | $3,451-97.4% | $4,829-98.2% | $2,405-96.3% |
| Participant deferral / active EE | $8,308 | $6,837+21.5% | $7,352+13.0% | $4,131+101.1% |
| Admin fee / account holder | $131 | $172-24.1% | $10,799-98.8% | $170-22.9% |