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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $29,768 |
CARON & BLETZER, PLLC6 years Service code 10 · EIN 04-3499945 | Accounting | $11,850 |
THE PANGBURN GROUP1 year Service code 27 · EIN 45-3039800 | Advisory (Plan) | $10,855 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $154,514 | $111,491+38.6% | $189,513-18.5% | $86,799+78.0% |
| Participation rate | 69.2% | 87.3%-18.1pp | 87.8%-18.6pp | 72.3%-3.1pp |
| Annual return | -2.50% | 83.50%-86.0pp | 555.15%-557.7pp | 97.91%-100.4pp |
| Employer contribution / active EE | $6,664 | $3,951+68.7% | $6,162+8.2% | $2,405+177.1% |
| Participant deferral / active EE | $11,074 | $6,437+72.1% | $8,221+34.7% | $4,131+168.1% |
| Admin fee / account holder | $95 | $189-49.5% | $12,045-99.2% | $170-43.8% |