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 RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $37,716 |
BKD, LLP1+ years Service code 10 · EIN 13-5381590 | Accounting | $11,600 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 15 · EIN 52-2206685 | Recordkeeping | $5,071 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $109,731 | $72,770+50.8% | $67,652+62.2% | $55,191+98.8% |
| Participation rate | 93.5% | 78.8%+14.7pp | 75.7%+17.9pp | 69.2%+24.4pp |
| Annual return | 0.08% | -3.26%+3.3pp | 6625.04%-6625.0pp | 10.78%-10.7pp |
| Employer contribution / active EE | $2,990 | $1,769+69.0% | $2,266+32.0% | $1,899+57.5% |
| Participant deferral / active EE | $9,931 | $3,408+191.4% | $3,560+179.0% | $3,046+226.0% |
| Admin fee / account holder | $85 | $79+8.4% | $4,821-98.2% | $91-5.9% |