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 6-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 | $110,833 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,774 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $7,560 |
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 | $39,302 | $119,446-67.1% | $150,045-73.8% | $85,563-54.1% |
| Participation rate | 84.4% | 75.4%+9.0pp | 82.3%+2.1pp | 66.0%+18.5pp |
| Annual return | 18.59% | 23.72%-5.1pp | 62.55%-44.0pp | 31.51%-12.9pp |
| Employer contribution / active EE | $1,984 | $4,078-51.3% | $4,693-57.7% | $2,654-25.2% |
| Participant deferral / active EE | $5,615 | $7,985-29.7% | $7,997-29.8% | $4,375+28.3% |
| Admin fee / account holder | $143 | $548-73.8% | $13,435-98.9% | $834-82.8% |