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 |
|---|---|---|
CETERA ADVISOR NETWORKS LLC1+ years Service code 26 · EIN 95-3845382 | Advisory (Participants) | $6,750 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $482 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,419 | $56,629-39.2% | $77,999-55.9% | $55,167-37.6% |
| Participation rate | 72.0% | 73.3%-1.3pp | 75.5%-3.5pp | 69.0%+3.0pp |
| Annual return | 17.48% | 2866.98%-2849.5pp | 425.96%-408.5pp | 169.23%-151.7pp |
| Employer contribution / active EE | $829 | $1,723-51.9% | $2,470-66.4% | $1,963-57.8% |
| Participant deferral / active EE | $2,363 | $2,777-14.9% | $3,497-32.4% | $3,054-22.6% |
| Admin fee / account holder | $184 | $467-60.5% | $5,480-96.6% | $504-63.4% |