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 |
|---|---|---|
THE BENEFIT PRACTICE1 year Service code 50 · EIN 13-4144565 | Direct Payment | $1,575 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 13-3646501 | Recordkeeping | $680 |
Filed as: SOUTHEASTERN EMPLOYEE BENEFITS Service code 50 1175 JOHN STREET · WEST HENRIETTA, NY 14586 | Direct Payment | $475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $76,236 | $80,753-5.6% | $136,294-44.1% | $62,292+22.4% |
| Participation rate | 28.8% | 73.5%-44.7pp | 81.9%-53.1pp | 69.5%-40.7pp |
| Annual return | 16.85% | 35.83%-19.0pp | 5155.94%-5139.1pp | 28.90%-12.0pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,316 | $5,164-16.4% | $6,247-30.9% | $3,169+36.2% |
| Admin fee / account holder | $24 | $525-95.5% | $9,243-99.7% | $479-95.0% |