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 |
|---|---|---|
COMPOSITION WEALTH LLC1 year Filed as: COMPOSITION WEALTH, LLC Service code 26 · EIN 92-0505525 11300 W OLYMPIC BLVD · LOS ANGELES, CA 90064 | Advisory (Participants) | $9,645 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $916 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,812 | $30,588-77.7% | $53,898-87.4% | $85,563-92.0% |
| Participation rate | 86.2% | 26.3%+59.9pp | 55.0%+31.3pp | 66.0%+20.3pp |
| Annual return | 10.85% | 50.42%-39.6pp | 528.60%-517.8pp | 31.51%-20.7pp |
| Employer contribution / active EE | $513 | $436+17.7% | $932-44.9% | $2,654-80.7% |
| Participant deferral / active EE | $502 | $848-40.8% | $1,826-72.5% | $4,375-88.5% |
| Admin fee / account holder | $80 | $1,879-95.7% | $2,491-96.8% | $834-90.4% |