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 |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $500 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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 | $224,289 | $98,982+126.6% | $162,163+38.3% | $65,185+244.1% |
| Participation rate | 98.6% | 85.8%+12.9pp | 87.6%+11.1pp | 70.2%+28.4pp |
| Annual return | 25.08% | 24.84%+0.2pp | 115.59%-90.5pp | 29.38%-4.3pp |
| Employer contribution / active EE | $25,464 | $3,467+634.5% | $5,614+353.6% | $2,177+1069.9% |
| Participant deferral / active EE | $11,308 | $5,384+110.0% | $7,298+54.9% | $3,514+221.8% |
| Admin fee / account holder | $2 | $596-99.7% | $10,843-100.0% | $847-99.8% |