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 8-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 Service code 15 · EIN 01-0233346 | Recordkeeping | $450 |
Filed as: WILSHIRE ASSOCIATES Service code 26 · EIN 95-2755361 | Advisory (Participants) | $260 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,552 | $43,133-47.7% | $89,391-74.8% | $73,488-69.3% |
| Participation rate | 17.3% | 55.0%-37.7pp | 68.0%-50.7pp | 70.7%-53.4pp |
| Annual return | 17.82% | 135.66%-117.8pp | 245.62%-227.8pp | 28.51%-10.7pp |
| Employer contribution / active EE | $196 | $1,438-86.4% | $2,586-92.4% | $2,270-91.4% |
| Participant deferral / active EE | $1,178 | $2,445-51.8% | $3,890-69.7% | $3,740-68.5% |
| Admin fee / account holder | $66 | $444-85.2% | $4,881-98.7% | $513-87.2% |