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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $35,942 |
PNC BANK, N.A.3 years Filed as: PNC ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $28,108 |
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 | $196,861 | $101,317+94.3% | $146,958+34.0% | $74,495+164.3% |
| Participation rate | 76.8% | 75.5%+1.3pp | 82.2%-5.4pp | 67.2%+9.6pp |
| Annual return | 16.49% | 8730.91%-8714.4pp | 418.34%-401.8pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $2,950 | $3,810-22.6% | $4,933-40.2% | $2,623+12.5% |
| Participant deferral / active EE | $10,453 | $7,303+43.1% | $8,070+29.5% | $4,346+140.5% |
| Admin fee / account holder | $291 | $1,739-83.3% | $12,998-97.8% | $1,942-85.0% |