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 27 4000 MACARTHUR BLVD, SUITE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $57,565 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 P O BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $51,266 |
ACTARIAL BENEFITS CORP1 year Service code 13 2790 SKYPARK DRIVE, SUITE 300 · TORRANCE, CA 90505 | Contract Administrator | $14,391 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,905 | $37,393+234.0% | $77,024+62.2% | $66,914+86.7% |
| Participation rate | 100.0% | 52.9%+47.1pp | 67.9%+32.1pp | 69.8%+30.2pp |
| Annual return | -17.39% | -3.29%-14.1pp | 42.32%-59.7pp | 1.58%-19.0pp |
| Employer contribution / active EE | $3,543 | $1,531+131.4% | $2,812+26.0% | $2,544+39.2% |
| Participant deferral / active EE | $4,526 | $2,617+72.9% | $4,426+2.3% | $4,237+6.8% |
| Admin fee / account holder | $410 | $567-27.6% | $5,425-92.4% | $593-30.8% |