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 LLP2 years Filed as: ARMANINO, LLP Service code 16 · EIN 94-6214841 | Consulting | $12,550 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $5,400 |
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 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 | $17,171 | $45,382-62.2% | $154,107-88.9% | $75,289-77.2% |
| Participation rate | 34.1% | 65.9%-31.8pp | 83.0%-49.0pp | 72.4%-38.4pp |
| Annual return | -5.52% | -0.47%-5.1pp | 735.12%-740.6pp | -0.04%-5.5pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $875 | $2,384-63.3% | $5,081-82.8% | $3,739-76.6% |
| Admin fee / account holder | $26 | $89-71.2% | $13,411-99.8% | $102-74.8% |