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 |
|---|---|---|
Service code 26 · EIN 47-3722740 6720 N SCOTTSDALE RD #340 · SCOTTSDALE, AZ 85253 | Advisory (Participants) | $39,970 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 PO BOX 734602 · CHICAGO, IL 60673 | Recordkeeping | $31,208 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $6,806 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,404 | $62,624-59.4% | $177,989-85.7% | $77,643-67.3% |
| Participation rate | 34.0% | 66.8%-32.9pp | 77.1%-43.1pp | 70.6%-36.6pp |
| Annual return | 73.18% | 16.16%+57.0pp | 294.48%-221.3pp | 31.24%+41.9pp |
| Employer contribution / active EE | $539 | $1,909-71.7% | $3,949-86.3% | $2,726-80.2% |
| Participant deferral / active EE | $1,452 | $4,219-65.6% | $6,276-76.9% | $4,647-68.8% |
| Admin fee / account holder | $265 | $386-31.2% | $10,363-97.4% | $430-38.3% |