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 7-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 SERVIC Service code 64 · EIN 01-0233346 | Recordkeeping Fees | $91,708 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: ASSOCIATES IN EXCELLENCE DBA CETERA Service code 13 | Contract Administrator | $38,558 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 99 · EIN 35-2552359 | Other Fees | $17,463 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,227 | $67,512-25.6% | $185,823-73.0% | $93,030-46.0% |
| Participation rate | 28.6% | 67.1%-38.6pp | 81.7%-53.1pp | 73.9%-45.3pp |
| Annual return | 13.01% | 21.04%-8.0pp | 122.05%-109.0pp | 158.70%-145.7pp |
| Employer contribution / active EE | $400 | $1,783-77.6% | $5,167-92.3% | $2,706-85.2% |
| Participant deferral / active EE | $1,342 | $3,035-55.8% | $5,568-75.9% | $4,562-70.6% |
| Admin fee / account holder | $160 | $318-49.5% | $16,237-99.0% | $152+5.8% |