See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BENEDETTI GRUCER & ASSOC.2 years Service code 27 7000 PEACHTREE DUNWOODY ROAD · ATLANTA, GA 30328 | Advisory (Plan) | $34,107 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $6,286 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,360 | $66,457-10.7% | $81,382-27.1% | $77,643-23.5% |
| Participation rate | 38.1% | 68.7%-30.7pp | 69.5%-31.4pp | 70.6%-32.5pp |
| Annual return | 15.76% | 15.93%-0.2pp | 24.73%-9.0pp | 31.24%-15.5pp |
| Employer contribution / active EE | $2,121 | $2,159-1.8% | $2,463-13.9% | $2,726-22.2% |
| Participant deferral / active EE | $4,223 | $3,679+14.8% | $3,883+8.8% | $4,647-9.1% |
| Admin fee / account holder | $185 | $583-68.2% | $5,768-96.8% | $430-57.0% |