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 26 · EIN 47-3030907 5350 POPLAR AVENUE · MEMPHIS, TN 38119 | Advisory (Participants) | $28,194 |
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $3,282 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,126 | $30,588+37.7% | $53,898-21.8% | $85,563-50.8% |
| Participation rate | 48.2% | 26.3%+21.8pp | 55.0%-6.8pp | 66.0%-17.8pp |
| Annual return | 17.10% | 50.42%-33.3pp | 528.60%-511.5pp | 31.51%-14.4pp |
| Employer contribution / active EE | $989 | $436+126.8% | $932+6.1% | $2,654-62.7% |
| Participant deferral / active EE | $1,469 | $848+73.3% | $1,826-19.5% | $4,375-66.4% |
| Admin fee / account holder | $206 | $1,879-89.0% | $2,491-91.7% | $834-75.3% |