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 10-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 | $82,665 |
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 27 · EIN 04-2675571 | Advisory (Plan) | $27,378 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $22,050 |
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 | $17,828 | $46,464-61.6% | $150,298-88.1% | $79,634-77.6% |
| Participation rate | 100.0% | 57.0%+43.0pp | 77.8%+22.2pp | 62.5%+37.5pp |
| Annual return | 14.05% | 27.89%-13.8pp | 62.79%-48.7pp | 36.46%-22.4pp |
| Employer contribution / active EE | $1,110 | $1,512-26.6% | $4,154-73.3% | $2,529-56.1% |
| Participant deferral / active EE | $2,312 | $2,157+7.2% | $5,453-57.6% | $3,835-39.7% |
| Admin fee / account holder | $168 | $891-81.2% | $14,116-98.8% | $1,002-83.3% |