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: FREEDMAN & GOLDBERG CPAS P.C. Service code 10 · EIN 38-2622626 | Accounting | $10,000 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $8,396 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $32,752 | $58,879-44.4% | $178,490-81.7% | $73,488-55.4% |
| Participation rate | 49.8% | 66.2%-16.5pp | 81.9%-32.2pp | 70.7%-20.9pp |
| Annual return | 14.45% | 24.86%-10.4pp | 151.07%-136.6pp | 28.51%-14.1pp |
| Employer contribution / active EE | $433 | $2,236-80.6% | $5,011-91.4% | $2,270-80.9% |
| Participant deferral / active EE | $1,120 | $2,567-56.4% | $5,202-78.5% | $3,740-70.1% |
| Admin fee / account holder | $207 | $400-48.3% | $13,984-98.5% | $513-59.7% |