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 Service code 15 · EIN 01-0233346 | Recordkeeping | $33,070 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 26 · EIN 59-1237041 | Advisory (Participants) | $17,213 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $36,601 | $77,899-53.0% | $149,673-75.5% | $75,163-51.3% |
| Participation rate | 52.8% | 65.6%-12.7pp | 78.8%-25.9pp | 67.2%-14.4pp |
| Annual return | 13.34% | 31.72%-18.4pp | 134.42%-121.1pp | 160.62%-147.3pp |
| Employer contribution / active EE | $2,307 | $3,137-26.5% | $4,818-52.1% | $2,670-13.6% |
| Participant deferral / active EE | $3,114 | $3,411-8.7% | $5,680-45.2% | $4,125-24.5% |
| Admin fee / account holder | $257 | $5,956-95.7% | $13,210-98.1% | $5,651-95.5% |