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 |
|---|---|---|
FORVIS MAZARS, LLP2 years Filed as: FORVIS WEALTH ADVISORS, LLC Service code 26 · EIN 44-0160260 | Advisory (Participants) | $63,612 |
Filed as: JOHN HANCOCK LIFE INSURANCE (USA) Service code 15 · EIN 01-0233346 | Recordkeeping | $890 |
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 | $53,287 | $49,693+7.2% | $70,515-24.4% | $74,419-28.4% |
| Participation rate | 89.2% | 64.7%+24.6pp | 68.3%+20.9pp | 70.7%+18.5pp |
| Annual return | 21.72% | 21.22%+0.5pp | 32.77%-11.1pp | 34.38%-12.7pp |
| Employer contribution / active EE | $1,305 | $1,773-26.4% | $2,973-56.1% | $2,637-50.5% |
| Participant deferral / active EE | $8,181 | $3,376+142.4% | $4,567+79.2% | $4,528+80.7% |
| Admin fee / account holder | $117 | $316-62.8% | $6,412-98.2% | $348-66.3% |