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 |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL ANALYSTS, INC. Service code 26 · EIN 45-4846725 | Advisory (Participants) | $17,692 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $537 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,091 | $44,873-35.2% | $79,464-63.4% | $56,287-48.3% |
| Participation rate | 64.3% | 68.7%-4.5pp | 73.3%-9.1pp | 69.9%-5.6pp |
| Annual return | -9.36% | 0.81%-10.2pp | 718.14%-727.5pp | -9.96%+0.6pp |
| Employer contribution / active EE | $2,308 | $2,140+7.8% | $2,800-17.6% | $2,111+9.3% |
| Participant deferral / active EE | $1,863 | $2,746-32.2% | $3,704-49.7% | $3,350-44.4% |
| Admin fee / account holder | $182 | $418-56.5% | $5,113-96.4% | $521-65.1% |