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 LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $139,498 |
Filed as: WEALTH PLAN PARTNER INC. Service code 16 101 S108TH AVENUE · OMAHA, NE 68154 | Consulting | $107,869 |
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 | $125,694 | $163,264-23.0% | $155,509-19.2% | - |
| Participation rate | 85.3% | 62.7%+22.6pp | 78.2%+7.1pp | - |
| Annual return | 13.16% | 19.38%-6.2pp | 64.67%-51.5pp | - |
| Employer contribution / active EE | $10,051 | $2,490+303.7% | $4,672+115.1% | - |
| Participant deferral / active EE | $7,439 | $2,914+155.3% | $5,626+32.2% | - |
| Admin fee / account holder | $194 | $96,217-99.8% | $15,912-98.8% | - |