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 10-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 |
|---|---|---|
LEVY & ASSOCIATES6 years Service code 15 · EIN 65-0622023 2890 W. STATE ROAD 84 · FT. LAUDERDALE, FL 33312 | Recordkeeping | $58 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. USA Service code 13 · EIN 01-0233346 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,262 | $27,641+118.0% | $61,373-1.8% | $68,494-12.0% |
| Participation rate | 65.9% | 39.5%+26.4pp | 52.6%+13.3pp | 67.9%-2.0pp |
| Annual return | -15.28% | -13.24%-2.0pp | 338.61%-353.9pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,558 | $695+124.1% | $1,159+34.4% | $2,596-40.0% |
| Participant deferral / active EE | $4,214 | $1,263+233.6% | $2,125+98.3% | $4,027+4.6% |
| Admin fee / account holder | $32 | $2,010-98.4% | $2,130-98.5% | $5,403-99.4% |