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 |
|---|---|---|
BENEDICT AUDIT & TAX GROUP, LLC1+ years Service code 10 · EIN 47-5175681 | Accounting | $6,700 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO(USA) Service code 15 · EIN 01-0233346 | Recordkeeping | $164 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,209 | $69,977-32.5% | $108,579-56.5% | $62,891-24.9% |
| Participation rate | 70.9% | 72.9%-2.0pp | 79.6%-8.7pp | 69.3%+1.6pp |
| Annual return | 7.58% | 10.73%-3.1pp | -51.70%+59.3pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,791 | $2,135-16.1% | $3,758-52.4% | $2,281-21.5% |
| Participant deferral / active EE | $4,543 | $3,165+43.6% | $4,311+5.4% | $3,203+41.8% |
| Admin fee / account holder | $125 | $5,076-97.5% | $7,645-98.4% | $4,296-97.1% |