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 15 · EIN 76-0188119 | Recordkeeping | $494 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 37 · EIN 01-0233346 | Loan Processing | $400 |
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 | $32,765 | $55,214-40.7% | $104,607-68.7% | $73,488-55.4% |
| Participation rate | 34.6% | 67.8%-33.2pp | 74.1%-39.5pp | 70.7%-36.1pp |
| Annual return | 21.35% | 24.79%-3.4pp | 340.46%-319.1pp | 28.51%-7.2pp |
| Employer contribution / active EE | $613 | $1,468-58.2% | $2,681-77.1% | $2,270-73.0% |
| Participant deferral / active EE | $807 | $2,925-72.4% | $3,740-78.4% | $3,740-78.4% |
| Admin fee / account holder | $293 | $424-31.0% | $6,473-95.5% | $513-43.0% |