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 | $50,982-65.0% | $154,803-88.5% | $85,563-79.2% |
| Participation rate | 100.0% | 59.8%+40.2pp | 78.1%+21.9pp | 66.0%+34.0pp |
| Annual return | 14.05% | 30.35%-16.3pp | 58.88%-44.8pp | 31.51%-17.5pp |
| Employer contribution / active EE | $1,110 | $1,708-35.0% | $4,305-74.2% | $2,654-58.2% |
| Participant deferral / active EE | $2,312 | $2,474-6.5% | $5,540-58.3% | $4,375-47.1% |
| Admin fee / account holder | $168 | $846-80.2% | $14,329-98.8% | $834-79.9% |