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 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $15,474 |
SCHENCK SC1 year Filed as: SCHENCK S.C. Service code 10 · EIN 39-1173131 200 E. WASHINGTON ST. · APPLETON, WI 54911 | Accounting | $11,728 |
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 | $25,665 | $59,186-56.6% | $76,768-66.6% | $56,287-54.4% |
| Participation rate | 92.2% | 75.2%+17.0pp | 77.0%+15.3pp | 69.9%+22.4pp |
| Annual return | -2.37% | 6.62%-9.0pp | 2.43%-4.8pp | -9.96%+7.6pp |
| Employer contribution / active EE | $502 | $1,759-71.5% | $2,485-79.8% | $2,111-76.2% |
| Participant deferral / active EE | $3,250 | $3,255-0.1% | $3,852-15.6% | $3,350-3.0% |
| Admin fee / account holder | $212 | $489-56.6% | $6,675-96.8% | $521-59.3% |