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 5-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: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $29,427 |
EQUITABLE ADVISORS LLC3+ years Filed as: EQUITABLE ADVISORS, LLC Service code 27 100 MADISON STREET · SYRACUSE, NY 13202 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,730 | $84,487-56.5% | $125,339-70.7% | $66,914-45.1% |
| Participation rate | 62.1% | 76.4%-14.3pp | 82.4%-20.2pp | 69.8%-7.7pp |
| Annual return | -15.50% | -8.39%-7.1pp | 572.05%-587.6pp | 1.58%-17.1pp |
| Employer contribution / active EE | $828 | $3,553-76.7% | $4,814-82.8% | $2,544-67.5% |
| Participant deferral / active EE | $8,057 | $6,781+18.8% | $7,446+8.2% | $4,237+90.2% |
| Admin fee / account holder | $225 | $685-67.2% | $10,010-97.8% | $593-62.1% |