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 | $41,174 |
CARSON WEALTH4 years Filed as: CARSON WEALTH MANAGEMENT Service code 27 · EIN 27-4011107 | Advisory (Plan) | $28,607 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,850 | $80,138-40.3% | $130,231-63.3% | $71,457-33.0% |
| Participation rate | 96.7% | 71.0%+25.6pp | 76.3%+20.4pp | 67.9%+28.7pp |
| Annual return | 17.56% | 16.81%+0.7pp | 38.77%-21.2pp | 28.85%-11.3pp |
| Employer contribution / active EE | $3,434 | $2,834+21.2% | $4,126-16.8% | $2,588+32.7% |
| Participant deferral / active EE | $6,752 | $4,641+45.5% | $6,799-0.7% | $4,289+57.4% |
| Admin fee / account holder | $233 | $1,035-77.4% | $6,020-96.1% | $1,587-85.3% |