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 |
|---|---|---|
Service code 26 · EIN 04-2675571 | Advisory (Participants) | $42,263 |
BATES COUGHTRY REISS LLP1 year Service code 10 · EIN 95-3037112 | Accounting | $8,870 |
Filed as: JOHN HANCOCK INSURANCE COMPANY USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,852 |
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 | $74,058 | $66,302+11.7% | $110,238-32.8% | $56,287+31.6% |
| Participation rate | 89.9% | 74.9%+15.0pp | 79.8%+10.1pp | 69.9%+20.1pp |
| Annual return | -4.57% | -1.18%-3.4pp | 314.74%-319.3pp | -9.96%+5.4pp |
| Employer contribution / active EE | $4,794 | $2,047+134.2% | $3,826+25.3% | $2,111+127.1% |
| Participant deferral / active EE | $3,914 | $3,381+15.7% | $4,672-16.2% | $3,350+16.8% |
| Admin fee / account holder | $113 | $698-83.9% | $8,547-98.7% | $521-78.4% |