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 | $5,537 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $3,823 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,935 | $76,050-42.2% | $96,544-54.5% | $71,457-38.5% |
| Participation rate | 68.3% | 74.4%-6.1pp | 76.0%-7.7pp | 67.9%+0.4pp |
| Annual return | 17.59% | 22.81%-5.2pp | 25.84%-8.2pp | 28.85%-11.3pp |
| Employer contribution / active EE | $2,008 | $2,244-10.5% | $2,965-32.3% | $2,588-22.4% |
| Participant deferral / active EE | $3,270 | $4,215-22.4% | $4,851-32.6% | $4,289-23.7% |
| Admin fee / account holder | $371 | $2,707-86.3% | $8,252-95.5% | $1,587-76.6% |