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 6-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: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $173,014 |
Filed as: ALERA INVESTMENTS Service code 27 THREE PARKWAY NORTH · DEERFIELD, IL 60015 | Advisory (Plan) | $9,233 |
THE WATERFORD GROUP LLC1 year Filed as: THE WATERFORD GROUP, LLC Service code 27 1657 EAST AVENUE · ROCHESTER, NY 14610 | Advisory (Plan) | $3,067 |
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 | $72,944 | $73,034-0.1% | $77,163-5.5% | $80,160-9.0% |
| Participation rate | 87.4% | 78.1%+9.3pp | 69.6%+17.8pp | 72.9%+14.5pp |
| Annual return | 20.06% | 18.56%+1.5pp | 37.87%-17.8pp | 40.38%-20.3pp |
| Employer contribution / active EE | $5,223 | $2,779+87.9% | $2,535+106.0% | $2,978+75.4% |
| Participant deferral / active EE | $5,957 | $4,140+43.9% | $3,833+55.4% | $5,017+18.7% |
| Admin fee / account holder | $105 | $104+1.6% | $5,472-98.1% | $145-27.3% |