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 01-0577649 45946 CORTE CARMELLO · TEMECULA, CA 92592 | Recordkeeping | $6,428 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $3,770 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $48,512 | $84,936-42.9% | $111,297-56.4% | $79,386-38.9% |
| Participation rate | 69.2% | 75.9%-6.6pp | 77.3%-8.1pp | 70.7%-1.5pp |
| Annual return | 14.33% | 17.45%-3.1pp | 54.65%-40.3pp | 116.85%-102.5pp |
| Employer contribution / active EE | $2,023 | $1,979+2.2% | $2,731-25.9% | $2,427-16.7% |
| Participant deferral / active EE | $3,640 | $3,888-6.4% | $4,487-18.9% | $4,046-10.0% |
| Admin fee / account holder | $419 | $537-22.0% | $7,964-94.7% | $626-33.1% |