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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BENEFITS2 ADMINISTRATORS LLC2 years Service code 13 · EIN 92-1664169 | Contract Administrator | $12,940 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $8,538 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,677 | $29,548-9.7% | $56,411-52.7% | $77,643-65.6% |
| Participation rate | 41.4% | 32.7%+8.7pp | 52.5%-11.0pp | 70.6%-29.2pp |
| Annual return | 11.82% | 19.01%-7.2pp | 1701.33%-1689.5pp | 31.24%-19.4pp |
| Employer contribution / active EE | $424 | $568-25.2% | $1,039-59.1% | $2,726-84.4% |
| Participant deferral / active EE | $1,135 | $1,061+7.0% | $1,952-41.9% | $4,647-75.6% |
| Admin fee / account holder | $116 | $1,046-88.9% | $2,829-95.9% | $430-73.0% |