See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TRAVIS WOLFF, LLP1 year Filed as: TRAVIS WOLFF Service code 15 · EIN 20-8185533 | Recordkeeping | $5,625 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,690 |
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 | $35,063 | $63,924-45.1% | $108,579-67.7% | $55,167-36.4% |
| Participation rate | 83.2% | 74.3%+8.9pp | 79.6%+3.6pp | 69.0%+14.2pp |
| Annual return | 7.88% | 15.31%-7.4pp | -51.70%+59.6pp | 169.23%-161.3pp |
| Employer contribution / active EE | $925 | $1,879-50.8% | $3,758-75.4% | $1,963-52.9% |
| Participant deferral / active EE | $2,300 | $3,067-25.0% | $4,311-46.6% | $3,054-24.7% |
| Admin fee / account holder | $1 | $618-99.8% | $7,645-100.0% | $504-99.7% |