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 ADVISORY LLC Service code 13 · EIN 94-6214841 | Contract Administrator | $21,332 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,195 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $1,176 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,760 | $60,323+9.0% | $81,812-19.6% | $74,495-11.7% |
| Participation rate | 53.8% | 62.9%-9.1pp | 72.3%-18.6pp | 67.2%-13.4pp |
| Annual return | 13.82% | 16.90%-3.1pp | 773.79%-760.0pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $1,744 | $2,620-33.4% | $2,912-40.1% | $2,623-33.5% |
| Participant deferral / active EE | $4,337 | $3,387+28.0% | $4,319+0.4% | $4,346-0.2% |
| Admin fee / account holder | $410 | $1,486-72.4% | $7,386-94.4% | $1,942-78.9% |