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 8-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 | $883 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $796 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $19,897 | $65,376-69.6% | $87,100-77.2% | $65,185-69.5% |
| Participation rate | 89.6% | 75.3%+14.3pp | 76.9%+12.8pp | 70.2%+19.4pp |
| Annual return | 26.43% | 31.27%-4.8pp | 28.19%-1.8pp | 29.38%-3.0pp |
| Employer contribution / active EE | $2,442 | $1,822+34.0% | $2,521-3.1% | $2,177+12.2% |
| Participant deferral / active EE | $4,051 | $3,388+19.5% | $4,049+0.1% | $3,514+15.3% |
| Admin fee / account holder | $128 | $520-75.4% | $7,497-98.3% | $847-84.9% |