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 9-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 | $115,441 |
Filed as: ALLLIANT RETIREMENT SERVICES LLC Service code 27 · EIN 33-0785439 | Advisory (Plan) | $60,000 |
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 | $48,072 | $82,783-41.9% | $133,956-64.1% | $90,288-46.8% |
| Participation rate | 99.8% | 81.3%+18.5pp | 79.8%+20.0pp | 73.4%+26.5pp |
| Annual return | 20.38% | 21.89%-1.5pp | 45.09%-24.7pp | 53.97%-33.6pp |
| Employer contribution / active EE | $1,974 | $2,388-17.3% | $3,919-49.6% | $2,524-21.8% |
| Participant deferral / active EE | $3,357 | $4,291-21.8% | $5,048-33.5% | $4,232-20.7% |
| Admin fee / account holder | $168 | $93+80.6% | $8,927-98.1% | $114+47.0% |