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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 | $9,330 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,862 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,490 | $53,136-48.3% | $155,509-82.3% | $199,593-86.2% |
| Participation rate | 35.8% | 64.1%-28.3pp | 78.2%-42.4pp | 72.0%-36.2pp |
| Annual return | 12.95% | 41.15%-28.2pp | 64.67%-51.7pp | 34.25%-21.3pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $761 | $3,161-75.9% | $5,626-86.5% | $5,087-85.0% |
| Admin fee / account holder | $171 | $185-7.8% | $15,912-98.9% | $269-36.4% |