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 | $340,324 |
Service code 27 · EIN 20-4798483 | Advisory (Plan) | $70,000 |
HUGHES PITTMAN & GUPTON, LLP7+ years Filed as: HUGHES, PITTMAN & GUPTON, LLP Service code 10 · EIN 56-1415202 | Accounting | $21,000 |
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 | $69,543 | $77,197-9.9% | $86,874-19.9% | $93,030-25.2% |
| Participation rate | 97.3% | 78.2%+19.1pp | 71.6%+25.6pp | 73.9%+23.4pp |
| Annual return | 15.14% | 16.31%-1.2pp | 63.52%-48.4pp | 158.70%-143.6pp |
| Employer contribution / active EE | $2,094 | $2,514-16.7% | $2,495-16.1% | $2,706-22.6% |
| Participant deferral / active EE | $3,650 | $3,831-4.7% | $3,699-1.3% | $4,562-20.0% |
| Admin fee / account holder | $136 | $105+29.6% | $5,828-97.7% | $152-10.4% |