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 | $7,303 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $3,777 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,443 | $65,435-38.2% | $86,677-53.3% | $66,914-39.6% |
| Participation rate | 64.3% | 75.5%-11.2pp | 76.6%-12.3pp | 69.8%-5.5pp |
| Annual return | -8.62% | -10.89%+2.3pp | 35.91%-44.5pp | 1.58%-10.2pp |
| Employer contribution / active EE | $2,083 | $2,153-3.3% | $2,836-26.6% | $2,544-18.1% |
| Participant deferral / active EE | $3,636 | $4,100-11.3% | $4,656-21.9% | $4,237-14.2% |
| Admin fee / account holder | $413 | $642-35.6% | $7,493-94.5% | $593-30.4% |