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 RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $1,799 |
Filed as: UNITED PLANNERS FINANCIAL SVCS Service code 27 1130 FLOWER ST · LOS ANGELES, CA 90015 | Advisory (Plan) | $0 |
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).
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 | $2,832 | $29,369-90.4% | $77,482-96.3% | $73,409-96.1% |
| Participation rate | 96.3% | 37.9%+58.3pp | 54.2%+42.1pp | 72.2%+24.1pp |
| Annual return | 0.00% | 358.15%-358.1pp | 54.79%-54.8pp | 59.29%-59.3pp |
| Employer contribution / active EE | $315 | $406-22.4% | $986-68.1% | $2,234-85.9% |
| Participant deferral / active EE | $833 | $941-11.4% | $1,861-55.2% | $3,805-78.1% |
| Admin fee / account holder | $5 | $123-96.1% | $2,858-99.8% | $158-97.0% |