See peer percentile detail. $4.99 for your first month.
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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 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,171 |
PENSION ASSURANCE LLP2 years Filed as: PENSION BENEFITS UNLIMITED, INC. Service code 13 · EIN 33-0499726 18008 SKY PARK CIRCLE · IRVINE, CA 92614 | Contract Administrator | $750 |
Filed as: NORTHWESTERN MUTUAL WEALTH Service code 26 · EIN 39-2018056 720 E. WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,100 | $93,571-73.2% | $135,903-81.5% | $75,163-66.6% |
| Participation rate | 58.3% | 75.2%-16.8pp | 81.9%-23.6pp | 67.2%-8.9pp |
| Annual return | 20.22% | 30.90%-10.7pp | 68.23%-48.0pp | 160.62%-140.4pp |
| Employer contribution / active EE | $3,610 | $3,537+2.1% | $4,856-25.7% | $2,670+35.2% |
| Participant deferral / active EE | $5,541 | $6,404-13.5% | $7,758-28.6% | $4,125+34.3% |
| Admin fee / account holder | $286 | $6,975-95.9% | $10,762-97.3% | $5,651-94.9% |