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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $423 |
Service code 15 1 JOHN HANCOCK WAY · US BOSTON, MA 022171350 | 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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $81,554 | $99,957-18.4% | $149,696-45.5% | $73,488+11.0% |
| Participation rate | 62.5% | 75.7%-13.2pp | 82.5%-20.0pp | 70.7%-8.2pp |
| Annual return | 30.05% | 53.87%-23.8pp | 276.60%-246.5pp | 28.51%+1.5pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,271 | $6,073-46.1% | $6,842-52.2% | $3,740-12.5% |
| Admin fee / account holder | $371 | $551-32.6% | $9,309-96.0% | $513-27.7% |