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 |
|---|---|---|
QBI, LLC1+ years Service code 13 · EIN 26-2768667 | Contract Administrator | $6,068 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,596 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,428 | $44,229-47.0% | $155,790-85.0% | $55,191-57.6% |
| Participation rate | 47.7% | 60.8%-13.1pp | 76.1%-28.4pp | 69.2%-21.5pp |
| Annual return | 0.28% | 0.37%-0.1pp | 71.54%-71.3pp | 10.78%-10.5pp |
| Employer contribution / active EE | $690 | $1,317-47.7% | $3,836-82.0% | $1,899-63.7% |
| Participant deferral / active EE | $2,505 | $2,851-12.2% | $4,797-47.8% | $3,046-17.8% |
| Admin fee / account holder | $19 | $86-77.5% | $7,478-99.7% | $91-78.6% |