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 FUNDS3 years Filed as: CAPITAL ANALYSTS, INC. Service code 26 · EIN 45-4846725 | Advisory (Participants) | $27,759 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $780 |
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 | $46,597 | $66,124-29.5% | $90,404-48.5% | $73,488-36.6% |
| Participation rate | 81.0% | 69.7%+11.3pp | 72.7%+8.3pp | 70.7%+10.3pp |
| Annual return | 26.75% | 17.65%+9.1pp | 1293.02%-1266.3pp | 28.51%-1.8pp |
| Employer contribution / active EE | $8,448 | $2,346+260.0% | $3,262+159.0% | $2,270+272.1% |
| Participant deferral / active EE | $2,489 | $3,039-18.1% | $3,963-37.2% | $3,740-33.4% |
| Admin fee / account holder | $272 | $396-31.2% | $5,611-95.1% | $513-46.9% |