See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE BENEFIT PRACTICE1+ years Service code 15 · EIN 13-4144565 | Recordkeeping | $200 |
Filed as: JOHN HANCOCK LIFE INS. CO. (U.S.A.) Service code 15 · EIN 01-0233346 | Recordkeeping | $37 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $9,546 | $81,474-88.3% | $133,956-92.9% | $73,488-87.0% |
| Participation rate | 57.0% | 76.4%-19.3pp | 79.8%-22.8pp | 70.7%-13.7pp |
| Annual return | 0.00% | 19.40%-19.4pp | 45.09%-45.1pp | 28.51%-28.5pp |
| Employer contribution / active EE | $1,048 | $2,209-52.6% | $3,919-73.3% | $2,270-53.8% |
| Participant deferral / active EE | $2,358 | $3,786-37.7% | $5,048-53.3% | $3,740-37.0% |
| Admin fee / account holder | $3 | $713-99.6% | $8,927-100.0% | $513-99.5% |