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 | $34,702 |
Filed as: KESTRA INVESTMENT SERVICES Service code 27 · EIN 74-2794194 | Advisory (Plan) | $8,371 |
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 | $71,445 | $60,323+18.4% | $81,812-12.7% | $74,495-4.1% |
| Participation rate | 91.8% | 62.9%+28.9pp | 72.3%+19.4pp | 67.2%+24.6pp |
| Annual return | 17.00% | 16.90%+0.1pp | 773.79%-756.8pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $2,631 | $2,620+0.4% | $2,912-9.7% | $2,623+0.3% |
| Participant deferral / active EE | $4,822 | $3,387+42.3% | $4,319+11.7% | $4,346+11.0% |
| Admin fee / account holder | $176 | $1,486-88.2% | $7,386-97.6% | $1,942-90.9% |