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 LLP3 years Filed as: ARMANINO, LLP Service code 16 · EIN 94-6214841 | Consulting | $8,230 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $4,050 |
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 | $19,629 | $47,456-58.6% | $172,739-88.6% | $77,787-74.8% |
| Participation rate | 63.4% | 66.3%-2.9pp | 82.6%-19.2pp | 73.2%-9.8pp |
| Annual return | 18.86% | 35.57%-16.7pp | 802.84%-784.0pp | 32.57%-13.7pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,143-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $865 | $2,560-66.2% | $5,198-83.4% | $3,967-78.2% |
| Admin fee / account holder | $47 | $81-42.2% | $13,954-99.7% | $100-53.3% |