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 |
|---|---|---|
VERISIGHT, INC.1+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $2,052 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $348 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,326 | $46,360+10.7% | $147,614-65.2% | $52,331-1.9% |
| Participation rate | 72.2% | 64.9%+7.3pp | 84.6%-12.4pp | 68.1%+4.1pp |
| Annual return | -2.34% | 1.62%-4.0pp | 61.98%-64.3pp | 4.54%-6.9pp |
| Employer contribution / active EE | $1,025 | $2,126-51.8% | $5,564-81.6% | $1,882-45.5% |
| Participant deferral / active EE | $2,669 | $2,258+18.2% | $4,895-45.5% | $3,022-11.7% |
| Admin fee / account holder | $389 | $766-49.1% | $11,611-96.6% | $592-34.2% |