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, LLP Service code 16 · EIN 94-6214841 | Consulting | $11,730 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $5,518 |
TRAVIS WOLFF, LLP2 years Service code 16 · EIN 20-8185533 | Consulting | $1,140 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,407 | $44,989-59.1% | $170,442-89.2% | $77,958-76.4% |
| Participation rate | 34.3% | 64.6%-30.3pp | 83.6%-49.3pp | 71.6%-37.3pp |
| Annual return | 15.37% | 19.61%-4.2pp | 205.93%-190.6pp | 20.87%-5.5pp |
| Employer contribution / active EE | $255 | $1,466-82.6% | $5,433-95.3% | $2,310-89.0% |
| Participant deferral / active EE | $909 | $2,208-58.8% | $4,939-81.6% | $3,537-74.3% |
| Admin fee / account holder | $24 | $69-64.7% | $13,880-99.8% | $97-75.0% |