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 | $413,168 |
Service code 27 · EIN 20-4798483 | Advisory (Plan) | $52,500 |
HUGHES PITTMAN & GUPTON, LLP9+ years Filed as: HUGHES, PITTMAN & GUPTON, LLP Service code 10 · EIN 56-1415202 | Accounting | $28,850 |
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 | $55,502 | $73,034-24.0% | $77,163-28.1% | $80,160-30.8% |
| Participation rate | 98.7% | 78.1%+20.6pp | 69.6%+29.2pp | 72.9%+25.8pp |
| Annual return | 15.64% | 18.56%-2.9pp | 37.87%-22.2pp | 40.38%-24.7pp |
| Employer contribution / active EE | $2,067 | $2,779-25.6% | $2,535-18.5% | $2,978-30.6% |
| Participant deferral / active EE | $3,741 | $4,140-9.6% | $3,833-2.4% | $5,017-25.4% |
| Admin fee / account holder | $131 | $104+26.7% | $5,472-97.6% | $145-9.3% |