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 |
|---|---|---|
HANON SYSTEMS USA, LLC1 year Service code 14 · EIN 61-1697358 | Plan Administrator | $8,313 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $2,400 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,940 | $73,404-91.9% | $87,100-93.2% | $67,579-91.2% |
| Participation rate | 75.6% | 80.9%-5.3pp | 76.9%-1.3pp | 71.3%+4.3pp |
| Annual return | 35.28% | 48.29%-13.0pp | 28.19%+7.1pp | 378.56%-343.3pp |
| Employer contribution / active EE | $916 | $2,014-54.5% | $2,521-63.7% | $2,148-57.3% |
| Participant deferral / active EE | $1,455 | $3,913-62.8% | $4,049-64.1% | $3,539-58.9% |
| Admin fee / account holder | $50 | $142-64.8% | $7,497-99.3% | $142-64.9% |