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 LLC4+ years Service code 26 · EIN 95-3845382 | Advisory (Participants) | $9,000 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,284 |
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 | $46,027 | $66,310-30.6% | $93,606-50.8% | $65,185-29.4% |
| Participation rate | 72.4% | 74.0%-1.6pp | 75.8%-3.5pp | 70.2%+2.2pp |
| Annual return | 23.57% | 42.58%-19.0pp | 32.76%-9.2pp | 29.38%-5.8pp |
| Employer contribution / active EE | $1,023 | $2,012-49.2% | $2,718-62.4% | $2,177-53.0% |
| Participant deferral / active EE | $2,871 | $3,342-14.1% | $4,069-29.4% | $3,514-18.3% |
| Admin fee / account holder | $229 | $6,897-96.7% | $7,888-97.1% | $847-73.0% |