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 |
|---|---|---|
KMS FINANCIAL2 years Service code 26 · EIN 91-0850651 | Advisory (Participants) | $25,000 |
Filed as: WILSHIRE ASSOCIATES INC USA Service code 26 · EIN 95-2755361 | Advisory (Participants) | $3,455 |
Filed as: JOHN HANCOCK LIFE INS CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,592 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,683 | $47,922+118.4% | $75,886+37.9% | $65,185+60.6% |
| Participation rate | 91.3% | 63.0%+28.3pp | 69.3%+22.0pp | 70.2%+21.1pp |
| Annual return | 19.03% | 24.12%-5.1pp | 30.76%-11.7pp | 29.38%-10.4pp |
| Employer contribution / active EE | $2,734 | $1,557+75.6% | $2,500+9.3% | $2,177+25.6% |
| Participant deferral / active EE | $6,061 | $2,550+137.7% | $3,603+68.2% | $3,514+72.5% |
| Admin fee / account holder | $610 | $532+14.8% | $5,418-88.7% | $847-28.0% |