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 37 · EIN 76-0188119 | Loan Processing | $960 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $433 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,448 | $45,825-53.2% | $90,645-76.3% | $56,287-61.9% |
| Participation rate | 34.5% | 66.7%-32.2pp | 74.0%-39.5pp | 69.9%-35.4pp |
| Annual return | -5.06% | 38.64%-43.7pp | 1.88%-6.9pp | -9.96%+4.9pp |
| Employer contribution / active EE | $570 | $1,372-58.5% | $2,532-77.5% | $2,111-73.0% |
| Participant deferral / active EE | $790 | $2,562-69.2% | $3,425-76.9% | $3,350-76.4% |
| Admin fee / account holder | $254 | $413-38.4% | $4,994-94.9% | $521-51.2% |