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 |
|---|---|---|
BENEFIT ADMINISTRATION, INC.5+ years Service code 15 · EIN 39-1884254 W6180 AEROTECH DRIVE · APPLETON, WI 54914 | Recordkeeping | $6,570 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $365 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,085 | $52,953-48.9% | $172,739-84.3% | $65,185-58.4% |
| Participation rate | 50.2% | 66.2%-16.0pp | 82.6%-32.4pp | 70.2%-20.0pp |
| Annual return | 21.07% | 30.12%-9.1pp | 802.84%-781.8pp | 29.38%-8.3pp |
| Employer contribution / active EE | $390 | $2,190-82.2% | $5,143-92.4% | $2,177-82.1% |
| Participant deferral / active EE | $1,679 | $2,471-32.0% | $5,198-67.7% | $3,514-52.2% |
| Admin fee / account holder | $227 | $472-51.9% | $13,954-98.4% | $847-73.2% |