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 |
|---|---|---|
Service code 14 365 E. AVENIDA DE LOS ARBOLES, #263 · THOUSAND OAKS, CA 91360 | Plan Administrator | $6,596 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 14 200 DRYDEN ROAD · DRESHER, PA 19025 | Plan Administrator | $4,329 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $528 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $149,867 | $80,724+85.7% | $103,333+45.0% | $74,495+101.2% |
| Participation rate | 68.8% | 65.7%+3.1pp | 74.5%-5.8pp | 67.2%+1.5pp |
| Annual return | 14.64% | 27.56%-12.9pp | 24.88%-10.2pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $196 | $3,157-93.8% | $3,868-94.9% | $2,623-92.5% |
| Participant deferral / active EE | $6,056 | $3,860+56.9% | $5,057+19.7% | $4,346+39.3% |
| Admin fee / account holder | $621 | $2,368-73.8% | $8,355-92.6% | $1,942-68.0% |