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 25 MERCHANT STREET, STE. 135 · CINCINNATI, OH 45246 | Recordkeeping | $1,340 |
Filed as: JOHN HANCOCK LIFE INS. CO. (U.S.A.) Service code 15 · EIN 01-0233346 | Recordkeeping | $679 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,465 | $47,977-49.0% | $154,107-84.1% | $56,287-56.5% |
| Participation rate | 51.7% | 66.2%-14.5pp | 83.0%-31.4pp | 69.9%-18.2pp |
| Annual return | -4.67% | 3.54%-8.2pp | 735.12%-739.8pp | -9.96%+5.3pp |
| Employer contribution / active EE | $2,613 | $2,169+20.5% | $5,298-50.7% | $2,111+23.8% |
| Participant deferral / active EE | $4,130 | $2,392+72.7% | $5,081-18.7% | $3,350+23.3% |
| Admin fee / account holder | $15 | $438-96.5% | $13,411-99.9% | $521-97.0% |