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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $73,532 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 26 | Advisory (Participants) | $21,426 |
LEGACY PROFESSIONALS LLP4 years Filed as: LEGACY ASSET MANAGEMENT INC Service code 26 · EIN 76-0574055 3411 RICHMOND AVENUE · HOUSTON, TX 77046 | Advisory (Participants) | $15,807 |
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 | $46,654 | $58,778-20.6% | $129,207-63.9% | $77,643-39.9% |
| Participation rate | 93.6% | 59.2%+34.4pp | 69.6%+24.0pp | 70.6%+23.0pp |
| Annual return | 12.85% | 24.73%-11.9pp | 9417.33%-9404.5pp | 31.24%-18.4pp |
| Employer contribution / active EE | $2,155 | $1,952+10.4% | $4,153-48.1% | $2,726-21.0% |
| Participant deferral / active EE | $4,308 | $3,212+34.1% | $4,168+3.4% | $4,647-7.3% |
| Admin fee / account holder | $190 | $589-67.8% | $7,715-97.5% | $430-56.0% |