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 |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $33,074 |
USI CONSULTING GROUP1 year Service code 12 · EIN 06-1053228 | Consulting (pension); Valuation (appr... | $2,599 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,831 | $41,281-83.5% | $109,313-93.8% | $57,658-88.2% |
| Participation rate | 87.3% | 59.3%+27.9pp | 71.3%+16.0pp | 70.2%+17.0pp |
| Annual return | 6.75% | 8.97%-2.2pp | 22.07%-15.3pp | 5.13%+1.6pp |
| Employer contribution / active EE | $199 | $1,201-83.4% | $3,892-94.9% | $1,974-89.9% |
| Participant deferral / active EE | $880 | $2,223-60.4% | $3,166-72.2% | $3,061-71.2% |
| Admin fee / account holder | $45 | $75-40.3% | $5,666-99.2% | $95-52.5% |