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 13-3689044 | Recordkeeping | $14,876 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $570 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $11,496 | $75,284-84.7% | $91,001-87.4% | $69,631-83.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 75.6%+24.4pp | 70.7%+29.3pp |
| Annual return | 16.57% | 48.40%-31.8pp | 4.60%+12.0pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $1,482 | $2,473-40.1% | $2,456-39.6% | $2,032-27.1% |
| Participant deferral / active EE | $3,065 | $3,700-17.1% | $3,547-13.6% | $3,224-4.9% |
| Admin fee / account holder | $59 | $111-47.0% | $5,417-98.9% | $110-46.9% |