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: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $415,048 |
INVESCO7 years Service code 28 · EIN 58-1707262 | Investment Management | $233,563 |
CALLAN LLC10+ years Filed as: CALLAN INVESTMENTS Service code 28 · EIN 94-2192581 | Investment Management | $222,500 |
MOSS ADAMS LLP10+ years Service code 10 · EIN 91-0189318 | Accounting | $63,400 |
BLACKROCK8 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Investment Management | $35,739 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $21,125 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $299,469 | $111,072+169.6% | $156,263+91.6% | $102,872+191.1% |
| Participation rate | 91.8% | 80.1%+11.6pp | 78.9%+12.8pp | 73.0%+18.7pp |
| Annual return | 13.77% | 16.98%-3.2pp | 59.47%-45.7pp | 19.06%-5.3pp |
| Employer contribution / active EE | $4,633 | $4,017+15.3% | $4,333+6.9% | $3,526+31.4% |
| Participant deferral / active EE | $19,494 | $5,455+257.4% | $6,158+216.5% | $5,535+252.2% |
| Admin fee / account holder | $181 | $120+50.4% | $14,255-98.7% | $292-38.0% |