See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,209 |
Filed as: KESTRA INVESTMENT SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $8,935 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $6,773 |
Filed as: WILSHIRE ASSOCIATES INC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $45,572 | $78,485-41.9% | $106,213-57.1% | $74,495-38.8% |
| Participation rate | 95.6% | 72.8%+22.8pp | 75.3%+20.3pp | 67.2%+28.4pp |
| Annual return | 27.44% | 15.95%+11.5pp | 116.14%-88.7pp | 1364.94%-1337.5pp |
| Employer contribution / active EE | $1,355 | $2,523-46.3% | $3,171-57.3% | $2,623-48.4% |
| Participant deferral / active EE | $5,419 | $4,322+25.4% | $5,016+8.0% | $4,346+24.7% |
| Admin fee / account holder | $256 | $2,232-88.5% | $11,033-97.7% | $1,942-86.8% |