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 4-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 RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $104,006 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 27 120 VANTIS SUITE 400 · ALISA VIEJO, CA 92656 | Advisory (Plan) | $9,479 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING ASSOCIATES Service code 27 5454 W. 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $8,020 |
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 | $32,006 | $48,698-34.3% | $93,606-65.8% | $199,593-84.0% |
| Participation rate | 87.8% | 63.5%+24.2pp | 68.7%+19.0pp | 72.0%+15.8pp |
| Annual return | 12.21% | 15.34%-3.1pp | 133.20%-121.0pp | 34.25%-22.0pp |
| Employer contribution / active EE | $651 | $1,135-42.6% | $2,420-73.1% | $3,034-78.5% |
| Participant deferral / active EE | $3,346 | $2,817+18.8% | $4,411-24.1% | $5,087-34.2% |
| Admin fee / account holder | $99 | $195-49.4% | $8,285-98.8% | $269-63.3% |