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 7-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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $38,192 |
Service code 27 24 E COTA ST. SUITE 100 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $29,442 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $130,025 | $100,923+28.8% | $150,045-13.3% | $74,304+75.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 123.82% | 51.77%+72.1pp | 62.55%+61.3pp | 29.43%+94.4pp |
| Employer contribution / active EE | $6,276 | $3,463+81.2% | $4,693+33.7% | $2,241+180.0% |
| Participant deferral / active EE | $12,238 | $6,709+82.4% | $7,997+53.0% | $3,767+224.9% |
| Admin fee / account holder | $249 | $2,767-91.0% | $13,435-98.1% | $2,969-91.6% |