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 | $1,100 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $627 |
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 | $28,897 | $50,175-42.4% | $99,443-70.9% | $65,185-55.7% |
| Participation rate | 34.6% | 68.4%-33.8pp | 73.8%-39.3pp | 70.2%-35.6pp |
| Annual return | 24.43% | 25.36%-0.9pp | 30.72%-6.3pp | 29.38%-5.0pp |
| Employer contribution / active EE | $599 | $1,496-60.0% | $2,540-76.4% | $2,177-72.5% |
| Participant deferral / active EE | $851 | $2,748-69.0% | $3,619-76.5% | $3,514-75.8% |
| Admin fee / account holder | $296 | $398-25.4% | $6,250-95.3% | $847-65.0% |