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 9-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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $49,140 |
LEE CPA AUDIT GROUP1 year Filed as: LEE CPA Service code 10 10301 PLACER LANE · SACRAMENTO, CA 95827 | Accounting | $13,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $53,305 | $59,417-10.3% | $93,606-43.1% | $74,495-28.4% |
| Participation rate | 93.7% | 59.7%+34.1pp | 68.7%+25.0pp | 67.2%+26.5pp |
| Annual return | 11.51% | 81.83%-70.3pp | 133.20%-121.7pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $1,436 | $1,264+13.7% | $2,420-40.6% | $2,623-45.2% |
| Participant deferral / active EE | $4,602 | $3,050+50.9% | $4,411+4.3% | $4,346+5.9% |
| Admin fee / account holder | $342 | $3,021-88.7% | $8,285-95.9% | $1,942-82.4% |