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 Service code 15 · EIN 01-0233346 | Recordkeeping | $23,069 |
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUM Service code 10 · EIN 22-2027092 | Accounting | $5,150 |
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 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 | $45,215 | $37,426+20.8% | $77,482-41.6% | $79,858-43.4% |
| Participation rate | 48.0% | 41.5%+6.5pp | 54.2%-6.2pp | 69.6%-21.6pp |
| Annual return | 18.17% | 39.70%-21.5pp | 54.79%-36.6pp | 31.71%-13.5pp |
| Employer contribution / active EE | $174 | $637-72.7% | $986-82.4% | $2,471-93.0% |
| Participant deferral / active EE | $1,801 | $1,260+42.9% | $1,861-3.2% | $3,740-51.8% |
| Admin fee / account holder | $276 | $2,504-89.0% | $2,858-90.3% | $5,306-94.8% |