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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $23,971 |
TRUTINA FINANCIAL5 years Service code 26 · EIN 47-0995939 | Advisory (Participants) | $12,860 |
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 | $87,616 | $80,731+8.5% | $103,374-15.2% | $74,546+17.5% |
| Participation rate | 93.3% | 65.7%+27.6pp | 74.5%+18.8pp | 67.2%+26.1pp |
| Annual return | 20.81% | 27.56%-6.8pp | 24.89%-4.1pp | 1366.03%-1345.2pp |
| Employer contribution / active EE | $2,715 | $3,158-14.0% | $3,869-29.8% | $2,624+3.5% |
| Participant deferral / active EE | $9,327 | $3,860+141.6% | $5,058+84.4% | $4,347+114.5% |
| Admin fee / account holder | $287 | $2,369-87.9% | $8,394-96.6% | $1,944-85.2% |