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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $10,115 |
QUALIFIED PLANS, LLC8+ years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 17 · EIN 20-0223513 | Pension Consulting | $2,725 |
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 | $106,010 | $65,061+62.9% | $143,757-26.3% | $66,914+58.4% |
| Participation rate | 70.1% | 65.2%+4.9pp | 80.3%-10.2pp | 69.8%+0.3pp |
| Annual return | -16.86% | -11.14%-5.7pp | -0.04%-16.8pp | 1.58%-18.4pp |
| Employer contribution / active EE | $936 | $2,361-60.4% | $4,951-81.1% | $2,544-63.2% |
| Participant deferral / active EE | $2,927 | $2,919+0.3% | $5,637-48.1% | $4,237-30.9% |
| Admin fee / account holder | $112 | $502-77.8% | $14,673-99.2% | $593-81.2% |