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 |
|---|---|---|
VERUS6+ years Service code 28 · EIN 91-1320111 | Investment Management | $35,000 |
BENESYS, INC.6+ years Filed as: BENESYS INC Service code 14 · EIN 38-2383171 | Plan Administrator | $31,528 |
Filed as: JOHN HANCOCK TRUST COMPANY, LLC Service code 12 · EIN 01-0233346 | Sales loads (front end and deferred);... | $24,891 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTONLARSONALLEN LP Service code 10 · EIN 41-0746749 | Accounting | $15,172 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $118,688 | $58,347+103.4% | $85,682+38.5% | $86,799+36.7% |
| Participation rate | 44.1% | 64.9%-20.9pp | 69.9%-25.8pp | 72.3%-28.2pp |
| Annual return | 31.69% | 18.43%+13.3pp | 21.49%+10.2pp | 97.91%-66.2pp |
| Employer contribution / active EE | $0 | $1,751-100.0% | $2,618-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $3,110 | $3,065+1.5% | $3,923-20.7% | $4,131-24.7% |
| Admin fee / account holder | $249 | $147+68.7% | $6,873-96.4% | $170+46.7% |