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 | $53,290 |
CARSON WEALTH5 years Filed as: CARSON WEALTH MANAGEMENT Service code 27 · EIN 27-4011107 | Advisory (Plan) | $36,931 |
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 | $53,947 | $89,248-39.6% | $136,007-60.3% | $74,495-27.6% |
| Participation rate | 98.2% | 69.4%+28.8pp | 76.5%+21.7pp | 67.2%+31.0pp |
| Annual return | 18.76% | 22.76%-4.0pp | 579.32%-560.6pp | 1364.94%-1346.2pp |
| Employer contribution / active EE | $3,165 | $2,838+11.5% | $4,217-24.9% | $2,623+20.6% |
| Participant deferral / active EE | $7,111 | $4,598+54.7% | $7,025+1.2% | $4,346+63.6% |
| Admin fee / account holder | $272 | $1,545-82.4% | $6,858-96.0% | $1,942-86.0% |