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 |
|---|---|---|
Service code 17 · EIN 38-3220894 | Pension Consulting | $3,777 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $696 |
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 | $46,424 | $57,108-18.7% | $94,224-50.7% | $52,331-11.3% |
| Participation rate | 81.9% | 72.9%+9.0pp | 78.8%+3.2pp | 68.1%+13.8pp |
| Annual return | -0.17% | 1.47%-1.6pp | 10.68%-10.9pp | 4.54%-4.7pp |
| Employer contribution / active EE | $360 | $1,735-79.3% | $3,587-90.0% | $1,882-80.9% |
| Participant deferral / active EE | $2,608 | $3,040-14.2% | $4,320-39.6% | $3,022-13.7% |
| Admin fee / account holder | $25 | $546-95.4% | $6,269-99.6% | $592-95.8% |