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 |
|---|---|---|
ARMANINO LLP8 years Filed as: ARMANINO, LLP Service code 16 · EIN 94-6214841 | Consulting | $22,766 |
Filed as: HOLLAND INVESTMENT MANAGEMENT Service code 26 · EIN 26-2356909 | Advisory (Participants) | $19,916 |
Filed as: WILSHIRE ASSOCIATES, INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,593 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $898 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,089 | $29,548-55.7% | $56,411-76.8% | $77,643-83.1% |
| Participation rate | 28.2% | 32.7%-4.4pp | 52.5%-24.2pp | 70.6%-42.3pp |
| Annual return | 13.03% | 19.01%-6.0pp | 1701.33%-1688.3pp | 31.24%-18.2pp |
| Employer contribution / active EE | $0 | $568-100.0% | $1,039-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $527 | $1,061-50.4% | $1,952-73.0% | $4,647-88.7% |
| Admin fee / account holder | $151 | $1,046-85.5% | $2,829-94.6% | $430-64.8% |