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 LLP4 years Filed as: ARMANINO, LLP Service code 17 · EIN 94-6214841 | Pension Consulting | $10,465 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $628 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,304 | $58,264-1.6% | $86,612-33.8% | $71,457-19.8% |
| Participation rate | 57.4% | 65.0%-7.6pp | 71.7%-14.3pp | 67.9%-10.5pp |
| Annual return | 15.68% | 21.63%-6.0pp | 591.07%-575.4pp | 28.85%-13.2pp |
| Employer contribution / active EE | $1,751 | $2,574-32.0% | $3,022-42.1% | $2,588-32.3% |
| Participant deferral / active EE | $4,366 | $3,436+27.1% | $4,438-1.6% | $4,289+1.8% |
| Admin fee / account holder | $533 | $1,057-49.6% | $5,614-90.5% | $1,587-66.4% |