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 |
|---|---|---|
Filed as: JASON A PRATTES FINANCIAL INC Service code 27 420 NEWPORT CENTER DR · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $40,191 |
Filed as: JOHN HANCOCK TRUST COMPANY LLC Service code 15 · EIN 80-0709115 690 CANTON ST · WESTWOOD, MA 02090 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $74,910 | $81,474-8.1% | $133,956-44.1% | $73,488+1.9% |
| Participation rate | 81.7% | 76.4%+5.3pp | 79.8%+1.8pp | 70.7%+11.0pp |
| Annual return | 16.44% | 19.40%-3.0pp | 45.09%-28.7pp | 28.51%-12.1pp |
| Employer contribution / active EE | $1,844 | $2,209-16.5% | $3,919-52.9% | $2,270-18.8% |
| Participant deferral / active EE | $5,897 | $3,786+55.8% | $5,048+16.8% | $3,740+57.7% |
| Admin fee / account holder | $405 | $713-43.2% | $8,927-95.5% | $513-21.1% |