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 |
|---|---|---|
RKL LLP2 years Filed as: RKL,LLP Service code 10 · EIN 23-2108173 1330 BROADCASTING RD · WYOMISSING, PA 19610 | Accounting | $11,275 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,048 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $82,127 | $66,310+23.9% | $93,606-12.3% | $65,185+26.0% |
| Participation rate | 66.9% | 74.0%-7.1pp | 75.8%-8.9pp | 70.2%-3.3pp |
| Annual return | 22.34% | 42.58%-20.2pp | 32.76%-10.4pp | 29.38%-7.0pp |
| Employer contribution / active EE | $0 | $2,012-100.0% | $2,718-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,558 | $3,342-23.5% | $4,069-37.1% | $3,514-27.2% |
| Admin fee / account holder | $160 | $6,897-97.7% | $7,888-98.0% | $847-81.1% |