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 37 · EIN 04-2647786 | Loan Processing | $5,467 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $231 |
Service code 49 · EIN 42-1445429 | Other Services | $0 |
SEE ATTACHED1 year Filed as: SEE ATTACHMENT TO SCHEDULE C Service code 60 | Sub-TA Fees | $0 |
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 | $43,031 | $43,999-2.2% | $79,464-45.8% | $55,725-22.8% |
| Participation rate | 40.4% | 66.9%-26.6pp | 73.3%-33.0pp | 70.9%-30.5pp |
| Annual return | 9.05% | 1.81%+7.2pp | 718.14%-709.1pp | 244.93%-235.9pp |
| Employer contribution / active EE | $775 | $1,830-57.6% | $2,800-72.3% | $2,078-62.7% |
| Participant deferral / active EE | $1,352 | $2,538-46.7% | $3,704-63.5% | $3,356-59.7% |
| Admin fee / account holder | $39 | $118-66.6% | $5,113-99.2% | $115-65.9% |