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 10 · EIN 59-3560915 | Accounting | $8,642 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,804 |
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).
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 | $15,266 | $85,135-82.1% | $98,907-84.6% | $73,409-79.2% |
| Participation rate | 86.8% | 81.1%+5.7pp | 76.0%+10.8pp | 72.2%+14.6pp |
| Annual return | 18.84% | 19.14%-0.3pp | 196.43%-177.6pp | 59.29%-40.5pp |
| Employer contribution / active EE | $1,757 | $2,721-35.4% | $2,689-34.6% | $2,234-21.3% |
| Participant deferral / active EE | $2,146 | $4,349-50.7% | $4,244-49.4% | $3,805-43.6% |
| Admin fee / account holder | $199 | $139+43.2% | $6,642-97.0% | $158+26.3% |