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 9-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 | $135,914 |
Filed as: ALLLIANT RETIREMENT SERVICES LLC Service code 27 · EIN 33-0785439 | Advisory (Plan) | $60,000 |
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 | $49,526 | $2,679,533-98.2% | $164,813-69.9% | $199,593-75.2% |
| Participation rate | 98.7% | 78.3%+20.3pp | 78.6%+20.1pp | 72.0%+26.7pp |
| Annual return | 13.14% | 17.93%-4.8pp | 69.93%-56.8pp | 34.25%-21.1pp |
| Employer contribution / active EE | $2,311 | $2,970-22.2% | $4,341-46.8% | $3,034-23.8% |
| Participant deferral / active EE | $4,143 | $5,010-17.3% | $6,031-31.3% | $5,087-18.5% |
| Admin fee / account holder | $97 | $1,982-95.1% | $12,690-99.2% | $269-64.0% |