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 LLC3+ years Service code 26 · EIN 95-3845382 | Advisory (Participants) | $9,000 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $867 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,876 | $58,083-33.1% | $80,019-51.4% | $56,287-30.9% |
| Participation rate | 63.6% | 73.6%-10.0pp | 75.8%-12.2pp | 69.9%-6.3pp |
| Annual return | -7.19% | 34.61%-41.8pp | 11.22%-18.4pp | -9.96%+2.8pp |
| Employer contribution / active EE | $888 | $1,932-54.0% | $2,468-64.0% | $2,111-57.9% |
| Participant deferral / active EE | $2,524 | $3,135-19.5% | $3,686-31.5% | $3,350-24.7% |
| Admin fee / account holder | $209 | $623-66.4% | $6,521-96.8% | $521-59.8% |