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 15 · EIN 01-0577649 45946 CORTE CARMELLO · TEMECULA, CA 92592 | Recordkeeping | $8,960 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $4,342 |
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 | $33,541 | $65,376-48.7% | $87,100-61.5% | $65,185-48.5% |
| Participation rate | 72.1% | 75.3%-3.2pp | 76.9%-4.8pp | 70.2%+1.9pp |
| Annual return | 24.92% | 31.27%-6.4pp | 28.19%-3.3pp | 29.38%-4.5pp |
| Employer contribution / active EE | $1,840 | $1,822+0.9% | $2,521-27.0% | $2,177-15.5% |
| Participant deferral / active EE | $3,106 | $3,388-8.3% | $4,049-23.3% | $3,514-11.6% |
| Admin fee / account holder | $77 | $520-85.1% | $7,497-99.0% | $847-90.9% |