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 | $29,615 |
Filed as: MAYFLOWER FINNCIAL ADVISORS, INC Service code 27 · EIN 48-4826355 | Advisory (Plan) | $25,000 |
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 | $63,614 | $82,202-22.6% | $125,339-49.2% | $64,808-1.8% |
| Participation rate | 14.3% | 77.9%-63.6pp | 82.4%-68.1pp | 71.5%-57.2pp |
| Annual return | -15.34% | 3.48%-18.8pp | 572.05%-587.4pp | 32.82%-48.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $4,814-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,676 | $7,175-76.6% | $7,446-77.5% | $4,310-61.1% |
| Admin fee / account holder | $256 | $163+57.1% | $10,010-97.4% | $188+36.5% |