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 Service code 15 · EIN 94-6214841 | Recordkeeping | $16,519 |
Filed as: JOHN HANOCK LIFE INS CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $6,217 |
TRAVIS WOLFF, LLP2 years Filed as: TRAVIS WOLFF LLP Service code 15 · EIN 01-0233346 | Recordkeeping | $1,238 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $26,064 | $89,274-70.8% | $149,718-82.6% | $77,958-66.6% |
| Participation rate | 39.5% | 87.6%-48.1pp | 87.1%-47.6pp | 71.6%-32.2pp |
| Annual return | 22.33% | 20.36%+2.0pp | 1501.63%-1479.3pp | 20.87%+1.5pp |
| Employer contribution / active EE | $0 | $3,727-100.0% | $5,445-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $3,174 | $5,382-41.0% | $6,569-51.7% | $3,537-10.2% |
| Admin fee / account holder | $186 | $240-22.5% | $11,283-98.4% | $97+90.9% |