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 Service code 15 · EIN 01-0233346 | Recordkeeping | $126,363 |
LOOMIS SAYLES2 years Filed as: LOOMIS US Service code 19 · EIN 75-0117200 | Securities Custodian | $101,051 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $55,000 |
FORVIS MAZARS, LLP3 years Filed as: FORVIS Service code 10 · EIN 44-0160560 | Accounting | $17,204 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $440,923-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 40.0%-40.0pp | 2.1%-2.1pp |
| Annual return | 6.76% | 9.14%-2.4pp | 8.94%-2.2pp | 9.14%-2.4pp |
| Employer contribution / active EE | $1,835 | $19,963-90.8% | $36,999-95.0% | $19,963-90.8% |
| Participant deferral / active EE | $0 | $919-100.0% | $1-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $2,072-100.0% | $200-100.0% |