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 7-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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $218 |
GOLDLEAF PARTNERS2 years Service code 99 PO BOX 806 · BRAINERD, MN 56401 | Other Fees | $0 |
Filed as: JOHN HANCODK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $44,624 | $35,986+24.0% | $77,482-42.4% | $73,488-39.3% |
| Participation rate | 20.1% | 40.8%-20.7pp | 54.2%-34.1pp | 70.7%-50.6pp |
| Annual return | 16.12% | 19.26%-3.1pp | 54.79%-38.7pp | 28.51%-12.4pp |
| Employer contribution / active EE | $481 | $557-13.7% | $986-51.3% | $2,270-78.8% |
| Participant deferral / active EE | $769 | $1,198-35.8% | $1,861-58.7% | $3,740-79.4% |
| Admin fee / account holder | $551 | $466+18.3% | $2,858-80.7% | $513+7.4% |