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 | $17,262 |
POWER FINANCIAL PARTNERS2 years Service code 27 5401 W KENNEDY BLVD, SUITE 1020 · TAMPA, FL 33609 | Advisory (Plan) | $10,044 |
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 | $35,590 | $55,415-35.8% | $155,509-77.1% | $74,495-52.2% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 56.92% | 268.50%-211.6pp | 64.67%-7.7pp | 1364.94%-1308.0pp |
| Employer contribution / active EE | $3,644 | $2,267+60.7% | $4,672-22.0% | $2,623+38.9% |
| Participant deferral / active EE | $2,205 | $2,836-22.3% | $5,626-60.8% | $4,346-49.3% |
| Admin fee / account holder | $144 | $1,738-91.7% | $15,912-99.1% | $1,942-92.6% |