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 4-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 SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $106,339 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $90,446 |
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 | $55,184 | $106,236-48.1% | $112,228-50.8% | $64,808-14.8% |
| Participation rate | 81.2% | 71.7%+9.5pp | 75.1%+6.1pp | 71.5%+9.7pp |
| Annual return | 180.00% | -6.02%+186.0pp | 27.45%+152.6pp | 32.82%+147.2pp |
| Employer contribution / active EE | $2,192 | $3,166-30.8% | $3,635-39.7% | $2,506-12.5% |
| Participant deferral / active EE | $3,231 | $3,785-14.6% | $4,728-31.7% | $4,310-25.0% |
| Admin fee / account holder | $292 | $452-35.3% | $6,410-95.4% | $188+55.5% |