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: SECURIAN Service code 26 · EIN 41-1486060 400 ROBERT STREET NORTH · SAINT PAUL, MN 55101 | Advisory (Participants) | $15,155 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $532 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,205 | $78,275-46.1% | $109,143-61.3% | $86,799-51.4% |
| Participation rate | 30.7% | 73.8%-43.2pp | 75.9%-45.2pp | 72.3%-41.6pp |
| Annual return | 13.20% | 19.14%-5.9pp | 25.75%-12.5pp | 97.91%-84.7pp |
| Employer contribution / active EE | $687 | $3,105-77.9% | $3,722-81.6% | $2,405-71.5% |
| Participant deferral / active EE | $2,656 | $3,641-27.1% | $4,653-42.9% | $4,131-35.7% |
| Admin fee / account holder | $213 | $198+7.2% | $6,752-96.8% | $170+25.5% |