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 RETIREMENT PLAN SVCS Service code 15 · EIN 01-0234446 | Recordkeeping | $65,549 |
ELLIOTT DAVIS, LLC1+ years Filed as: ELLIOTT DAVIS DECOSIMO, LLC Service code 10 · EIN 57-0381582 | Accounting | $27,000 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 15 · EIN 52-2206685 | Recordkeeping | $22,408 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,877 | $68,092-28.2% | $73,307-33.3% | $59,188-17.4% |
| Participation rate | 82.7% | 78.1%+4.6pp | 74.9%+7.7pp | 69.4%+13.2pp |
| Annual return | 0.03% | 5.93%-5.9pp | 5.67%-5.6pp | 5.51%-5.5pp |
| Employer contribution / active EE | $398 | $2,018-80.3% | $3,237-87.7% | $2,098-81.0% |
| Participant deferral / active EE | $2,520 | $5,041-50.0% | $4,991-49.5% | $3,265-22.8% |
| Admin fee / account holder | $47 | $630-92.6% | $5,637-99.2% | $92-49.5% |