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 |
|---|---|---|
Service code 15 · EIN 01-0233346 1 JOHN HANCOCK WAY · BOSTON, MA 022171350 | Recordkeeping | $554 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $69,024 | $73,102-5.6% | $123,544-44.1% | $56,287+22.6% |
| Participation rate | 42.0% | 74.3%-32.3pp | 82.3%-40.3pp | 69.9%-27.8pp |
| Annual return | -0.78% | 3.01%-3.8pp | 119.20%-120.0pp | -9.96%+9.2pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,223 | $5,423-59.0% | $6,426-65.4% | $3,350-33.6% |
| Admin fee / account holder | $1 | $554-99.8% | $9,284-100.0% | $521-99.7% |