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 |
|---|---|---|
ARMANINO LLP1 year Filed as: ARMANINO, LLP Service code 16 · EIN 94-6214841 | Consulting | $4,712 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $326 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $89,830 | $60,124+49.4% | $90,404-0.6% | $79,858+12.5% |
| Participation rate | 62.0% | 65.0%-3.0pp | 72.7%-10.7pp | 69.6%-7.6pp |
| Annual return | 24.30% | 71.94%-47.6pp | 1293.02%-1268.7pp | 31.71%-7.4pp |
| Employer contribution / active EE | $1,214 | $2,068-41.3% | $3,262-62.8% | $2,471-50.9% |
| Participant deferral / active EE | $3,697 | $2,938+25.8% | $3,963-6.7% | $3,740-1.1% |
| Admin fee / account holder | $73 | $3,976-98.2% | $5,611-98.7% | $5,306-98.6% |