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 8-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 |
|---|---|---|
ARGENT INSTITUTIONAL SERVICES4+ years Service code 26 · EIN 27-2388726 | Advisory (Participants) | $18,410 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $5,087 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $4,734 | $56,095-91.6% | $178,490-97.3% | $90,288-94.8% |
| Participation rate | 56.0% | 65.6%-9.5pp | 81.9%-25.9pp | 73.4%-17.3pp |
| Annual return | 21.71% | 28.81%-7.1pp | 151.07%-129.4pp | 53.97%-32.3pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $960 | $2,669-64.0% | $5,202-81.5% | $4,232-77.3% |
| Admin fee / account holder | $45 | $101-55.2% | $13,984-99.7% | $114-60.5% |