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 |
|---|---|---|
VERUS10+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $40,000 |
BENESYS, INC.10+ years Filed as: BENESYS INC Service code 14 · EIN 38-2383171 | Plan Administrator | $33,939 |
Filed as: JOHN HANCOCK TRUST COMPANY, LLC Service code 15 · EIN 01-0233346 | Recordkeeping | $19,620 |
MILLER KAPLAN ARASE LLP1 year Service code 10 · EIN 95-2036255 | Accounting | $18,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $112,523 | $57,831+94.6% | $82,389+36.6% | $85,563+31.5% |
| Participation rate | 100.0% | 55.0%+45.0pp | 69.5%+30.5pp | 66.0%+34.0pp |
| Annual return | 11.12% | 17.86%-6.7pp | 28.67%-17.5pp | 31.51%-20.4pp |
| Employer contribution / active EE | $0 | $1,643-100.0% | $2,517-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $11,978 | $3,118+284.2% | $4,155+188.3% | $4,375+173.8% |
| Admin fee / account holder | $255 | $1,391-81.7% | $7,231-96.5% | $834-69.5% |