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 |
|---|---|---|
Service code 26 · EIN 04-2675571 | Advisory (Participants) | $42,447 |
BATES COUGHTRY REISS LLP2 years Service code 10 · EIN 95-3037112 | Accounting | $8,870 |
QBI, LLC5+ years Service code 13 21031 VENTURA BLVD. 12TH FLOOR · WOODLAND HILLS, CA 91364 | Contract Administrator | $8,788 |
Filed as: JOHN HANCOCK INSURANCE COMPANY USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,739 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $72,191 | $86,332-16.4% | $125,175-42.3% | $65,185+10.7% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 17.50% | 27.43%-9.9pp | 43.79%-26.3pp | 29.38%-11.9pp |
| Employer contribution / active EE | $4,043 | $2,040+98.2% | $3,865+4.6% | $2,177+85.7% |
| Participant deferral / active EE | $4,127 | $3,537+16.7% | $4,937-16.4% | $3,514+17.5% |
| Admin fee / account holder | $78 | $609-87.2% | $9,702-99.2% | $847-90.8% |