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 37 · EIN 01-0233346 | Loan Processing | $910,776 |
INVESCO5 years Service code 28 · EIN 58-1707262 | Investment Management | $138,461 |
CALLAN LLC8+ years Filed as: CALLAN INVESTMENTS Service code 28 · EIN 94-2192581 | Investment Management | $111,250 |
Filed as: PILLSBURY, WINTHROP, SHAW, PITTMAN Service code 29 · EIN 94-1311126 | Legal | $15,000 |
Filed as: O.G. LAW, LLC Service code 29 | Legal | $10,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $230,163 | $84,993+170.8% | $129,995+77.1% | $80,160+187.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 78.5%+21.5pp | 72.9%+27.1pp |
| Annual return | 9.62% | 23.76%-14.1pp | -137.18%+146.8pp | 40.38%-30.8pp |
| Employer contribution / active EE | $4,925 | $3,051+61.4% | $4,320+14.0% | $2,978+65.4% |
| Participant deferral / active EE | $18,101 | $4,984+263.2% | $5,820+211.0% | $5,017+260.8% |
| Admin fee / account holder | $189 | $391-51.5% | $10,614-98.2% | $145+30.7% |