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 |
|---|---|---|
BEASLEY & COMPANY1 year Service code 13 · EIN 73-1412334 2626 EAST 21ST STREET · TULSA, OK 74114 | Contract Administrator | $7,951 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $399 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,992 | $51,620-57.4% | $90,281-75.6% | $65,185-66.3% |
| Participation rate | 73.4% | 68.6%+4.7pp | 73.3%+0.1pp | 70.2%+3.2pp |
| Annual return | 23.60% | 24.94%-1.3pp | 78.10%-54.5pp | 29.38%-5.8pp |
| Employer contribution / active EE | $1,002 | $2,235-55.1% | $2,854-64.9% | $2,177-54.0% |
| Participant deferral / active EE | $1,562 | $2,871-45.6% | $3,885-59.8% | $3,514-55.5% |
| Admin fee / account holder | $139 | $384-63.7% | $5,351-97.4% | $847-83.5% |