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: FREEDMAN & GOLDBERG CPAS P.C. Service code 10 · EIN 38-2622626 | Accounting | $11,000 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $10,460 |
Filed as: M HOLDINGS SECURITIES, INC Service code 27 · EIN 91-1802259 | Advisory (Plan) | $5,778 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,093 | $61,156-44.3% | $185,823-81.7% | $79,386-57.1% |
| Participation rate | 47.4% | 66.6%-19.2pp | 81.7%-34.3pp | 70.7%-23.3pp |
| Annual return | 13.44% | 19.45%-6.0pp | 122.05%-108.6pp | 116.85%-103.4pp |
| Employer contribution / active EE | $333 | $2,321-85.7% | $5,167-93.6% | $2,427-86.3% |
| Participant deferral / active EE | $1,196 | $2,789-57.1% | $5,568-78.5% | $4,046-70.4% |
| Admin fee / account holder | $223 | $710-68.5% | $16,237-98.6% | $626-64.4% |