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 9-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 | $795,025 |
STIFEL NICOLAUS & CO INC4 years Filed as: STIEFEL NICOLAUS & COMPANY, INC. Service code 27 · EIN 43-0538770 | Advisory (Plan) | $82,000 |
HUNGERFORD NICHOLS8 years Service code 10 · EIN 38-2184825 | Accounting | $11,900 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,363 | $117,148-71.5% | $67,502-50.6% | $99,062-66.3% |
| Participation rate | 96.0% | 72.7%+23.3pp | 72.9%+23.1pp | 71.6%+24.4pp |
| Annual return | 15.45% | 14.15%+1.3pp | 3512.12%-3496.7pp | 17.66%-2.2pp |
| Employer contribution / active EE | $1,284 | $4,623-72.2% | $2,731-53.0% | $3,262-60.6% |
| Participant deferral / active EE | $3,467 | $4,782-27.5% | $4,000-13.3% | $5,331-35.0% |
| Admin fee / account holder | $97 | $50+92.7% | $3,998-97.6% | $109-11.4% |