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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $329,205 |
MORGAN STANLEY SMITH BARNEY7 years Service code 15 · EIN 26-4310632 | Recordkeeping | $202,175 |
Filed as: KRAVITZ, LLC Service code 17 · EIN 82-3719843 | Pension Consulting | $55,475 |
CITRIN COOPERMAN5 years Filed as: CITRIN COOPERMAN & CO.,LLP Service code 10 · EIN 22-2428965 | Accounting | $47,250 |
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 | $76,423 | $122,186-37.5% | $146,958-48.0% | $199,593-61.7% |
| Participation rate | 94.5% | 78.3%+16.2pp | 82.2%+12.3pp | 72.0%+22.5pp |
| Annual return | 18.17% | 30.56%-12.4pp | 418.34%-400.2pp | 34.25%-16.1pp |
| Employer contribution / active EE | $1,473 | $4,093-64.0% | $4,933-70.1% | $3,034-51.5% |
| Participant deferral / active EE | $8,892 | $8,502+4.6% | $8,070+10.2% | $5,087+74.8% |
| Admin fee / account holder | $161 | $179-10.1% | $12,998-98.8% | $269-40.2% |