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 | $146 |
BENEFIT PLANNING CONSULTANTS2+ years Filed as: BENEFIT PLANNING CONSULTANTS INC Service code 17 PO BOX 7500 · CHAMPAIGN, IL 618267500 | Pension Consulting | $0 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $28,276 | $46,732-39.5% | $156,549-81.9% | $55,167-48.7% |
| Participation rate | 44.4% | 65.8%-21.4pp | 84.0%-39.6pp | 69.0%-24.6pp |
| Annual return | 42.57% | 17.72%+24.9pp | 32.23%+10.3pp | 169.23%-126.7pp |
| Employer contribution / active EE | $623 | $2,105-70.4% | $5,501-88.7% | $1,963-68.2% |
| Participant deferral / active EE | $1,108 | $2,204-49.7% | $4,871-77.3% | $3,054-63.7% |
| Admin fee / account holder | $183 | $418-56.1% | $13,027-98.6% | $504-63.6% |