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 5-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 | $109,813 |
Filed as: CETERA INVESTMENTS Service code 27 5001 WESTIN PARKWAY · CARY, NC 27513 | Advisory (Plan) | $46,583 |
FIRST ALLIED INC.3 years Service code 27 2301 ROSECRANS AVE · EL SEGUNDO, CA 90245 | Advisory (Plan) | $18,433 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,330 | $122,259-77.6% | $147,005-81.4% | $199,768-86.3% |
| Participation rate | 91.0% | 78.3%+12.8pp | 82.2%+8.9pp | 72.0%+19.0pp |
| Annual return | 21.19% | 30.58%-9.4pp | 418.76%-397.6pp | 34.26%-13.1pp |
| Employer contribution / active EE | $3,139 | $4,097-23.4% | $4,934-36.4% | $3,037+3.4% |
| Participant deferral / active EE | $5,953 | $8,504-30.0% | $8,070-26.2% | $5,090+17.0% |
| Admin fee / account holder | $134 | $179-25.0% | $13,006-99.0% | $269-50.1% |