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: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $766 |
BENEFIT ADMINISTRATION, INC.4 years Service code 49 · EIN 81-2851479 W6180 AEROTECH DRIVE · APPLETON, WI 54914 | Other Services | $0 |
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 | $23,439 | $29,369-20.2% | $77,482-69.7% | $73,409-68.1% |
| Participation rate | 28.0% | 37.9%-9.9pp | 54.2%-26.2pp | 72.2%-44.2pp |
| Annual return | 15.04% | 358.15%-343.1pp | 54.79%-39.7pp | 59.29%-44.3pp |
| Employer contribution / active EE | $104 | $406-74.4% | $986-89.5% | $2,234-95.3% |
| Participant deferral / active EE | $479 | $941-49.0% | $1,861-74.2% | $3,805-87.4% |
| Admin fee / account holder | $184 | $123+49.8% | $2,858-93.6% | $158+16.4% |