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 | $15,683 |
Filed as: SWBC INVESTMENT Service code 26 9311 SAN PEDRO AVE. · SAN ANTONIO, TX 78216 | Advisory (Participants) | $5,119 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,461 | $44,960-36.7% | $84,966-66.5% | $74,495-61.8% |
| Participation rate | 94.4% | 49.4%+45.0pp | 67.5%+26.9pp | 67.2%+27.2pp |
| Annual return | 16.50% | 26.24%-9.7pp | 66.38%-49.9pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $1,978 | $1,457+35.8% | $2,727-27.5% | $2,623-24.6% |
| Participant deferral / active EE | $5,258 | $2,731+92.6% | $4,519+16.3% | $4,346+21.0% |
| Admin fee / account holder | $137 | $2,209-93.8% | $6,149-97.8% | $1,942-93.0% |