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 3-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 |
|---|---|---|
Filed as: FLYNN, SHOJINAGA & ASSOCIATES Service code 12 · EIN 68-0005849 1320 HARBOR BAY PKWY, STE 210 · ALAMEDA, CA 94502 | Participant communication; Claims pro... | $2,887 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $378 |
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 | $42,752 | $80,753-47.1% | $136,294-68.6% | $62,292-31.4% |
| Participation rate | 58.9% | 73.5%-14.6pp | 81.9%-23.0pp | 69.5%-10.6pp |
| Annual return | 17.11% | 35.83%-18.7pp | 5155.94%-5138.8pp | 28.90%-11.8pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,093 | $5,164-40.1% | $6,247-50.5% | $3,169-2.4% |
| Admin fee / account holder | $14 | $525-97.3% | $9,243-99.8% | $479-97.0% |