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 |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2+ years Service code 26 · EIN 95-3845382 | Advisory (Participants) | $11,250 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $693 |
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 | $41,652 | $63,299-34.2% | $91,001-54.2% | $62,292-33.1% |
| Participation rate | 64.6% | 73.3%-8.7pp | 75.6%-11.0pp | 69.5%-4.9pp |
| Annual return | 18.93% | 20.99%-2.1pp | 4.60%+14.3pp | 28.90%-10.0pp |
| Employer contribution / active EE | $844 | $1,807-53.3% | $2,456-65.6% | $2,042-58.7% |
| Participant deferral / active EE | $2,471 | $2,943-16.0% | $3,547-30.3% | $3,169-22.0% |
| Admin fee / account holder | $233 | $468-50.1% | $5,417-95.7% | $479-51.3% |