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 |
|---|---|---|
Filed as: MCDONALD FINANCIAL SERVICES Service code 26 · EIN 63-1204395 | Advisory (Participants) | $18,893 |
Filed as: JOHN HANCOCK LIFE INSURANCE COMANY Service code 15 · EIN 01-0233346 | Recordkeeping | $925 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $34,128 | $77,813-56.1% | $123,544-72.4% | $64,186-46.8% |
| Participation rate | 55.2% | 74.7%-19.5pp | 82.3%-27.1pp | 69.6%-14.4pp |
| Annual return | -4.40% | 12.48%-16.9pp | 119.20%-123.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $2,120 | $3,014-29.7% | $4,628-54.2% | $2,381-11.0% |
| Participant deferral / active EE | $4,435 | $5,240-15.4% | $6,426-31.0% | $3,470+27.8% |
| Admin fee / account holder | $8 | $5,519-99.9% | $9,284-99.9% | $4,888-99.8% |