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 9-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 | $12,555 |
Filed as: SECURIAN FINANCIAL SERVICES Service code 26 · EIN 41-1486060 | Advisory (Participants) | $10,304 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,999 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,550 | $64,119-50.8% | $112,228-71.9% | $66,914-52.9% |
| Participation rate | 55.2% | 68.5%-13.3pp | 75.1%-19.9pp | 69.8%-14.6pp |
| Annual return | -21.11% | -13.81%-7.3pp | 27.45%-48.6pp | 1.58%-22.7pp |
| Employer contribution / active EE | $1,648 | $3,005-45.2% | $3,635-54.7% | $2,544-35.2% |
| Participant deferral / active EE | $4,399 | $3,693+19.1% | $4,728-7.0% | $4,237+3.8% |
| Admin fee / account holder | $255 | $625-59.2% | $6,410-96.0% | $593-57.0% |