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 | $30,031 |
EQUITABLE ADVISORS LLC4+ 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,952 | $91,407-48.6% | $135,903-65.5% | $71,457-34.3% |
| Participation rate | 64.5% | 75.7%-11.2pp | 81.9%-17.4pp | 67.9%-3.5pp |
| Annual return | 17.47% | 29.90%-12.4pp | 68.23%-50.8pp | 28.85%-11.4pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $7,914 | $7,092+11.6% | $7,758+2.0% | $4,289+84.5% |
| Admin fee / account holder | $240 | $1,266-81.0% | $10,762-97.8% | $1,587-84.9% |