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: DALBY, WENDLAND, AND CO. P.C. Service code 10 · EIN 84-0795096 | Accounting | $10,665 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
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 | $19,814 | $66,180-70.1% | $118,746-83.3% | $62,292-68.2% |
| Participation rate | 27.5% | 71.3%-43.8pp | 78.3%-50.8pp | 69.5%-42.1pp |
| Annual return | 14.74% | 60.89%-46.1pp | 24.54%-9.8pp | 28.90%-14.2pp |
| Employer contribution / active EE | $0 | $3,183-100.0% | $4,193-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,436 | $4,247-66.2% | $5,332-73.1% | $3,169-54.7% |
| Admin fee / account holder | $195 | $753-74.2% | $10,720-98.2% | $479-59.4% |