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) | $38,915 |
Filed as: JOHN HANCOCK TRUST COMPANY LLC Service code 15 · EIN 80-0709115 690 CANTON ST · WESTWOOD, MA 02090 | Recordkeeping | $31,672 |
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 | $66,541 | $82,978-19.8% | $129,995-48.8% | $71,457-6.9% |
| Participation rate | 93.1% | 74.1%+19.1pp | 78.5%+14.7pp | 67.9%+25.2pp |
| Annual return | 20.62% | 20.60%0pp | -137.18%+157.8pp | 28.85%-8.2pp |
| Employer contribution / active EE | $3,651 | $2,622+39.2% | $4,320-15.5% | $2,588+41.1% |
| Participant deferral / active EE | $6,285 | $4,432+41.8% | $5,820+8.0% | $4,289+46.5% |
| Admin fee / account holder | $275 | $1,729-84.1% | $10,614-97.4% | $1,587-82.7% |