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 7-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 |
|---|---|---|
RJA 338 FEE3 years Filed as: RJA 3(38) FEE Service code 26 · EIN 59-1237041 | Advisory (Participants) | $21,916 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $21,637 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,181 | $198,836-89.9% | $103,374-80.5% | - |
| Participation rate | 78.3% | 60.8%+17.5pp | 74.5%+3.8pp | - |
| Annual return | 15.01% | 12.43%+2.6pp | 24.89%-9.9pp | - |
| Employer contribution / active EE | $2,184 | $2,607-16.2% | $3,869-43.5% | - |
| Participant deferral / active EE | $3,814 | $3,407+11.9% | $5,058-24.6% | - |
| Admin fee / account holder | $238 | $10,004-97.6% | $8,394-97.2% | - |