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 LLC5+ 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 | $1,203 |
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 | $58,036 | $70,908-18.2% | $98,907-41.3% | $73,488-21.0% |
| Participation rate | 69.6% | 73.8%-4.2pp | 76.0%-6.4pp | 70.7%-1.1pp |
| Annual return | 21.40% | 34.17%-12.8pp | 196.43%-175.0pp | 28.51%-7.1pp |
| Employer contribution / active EE | $1,106 | $2,036-45.7% | $2,689-58.9% | $2,270-51.3% |
| Participant deferral / active EE | $3,181 | $3,500-9.1% | $4,244-25.1% | $3,740-14.9% |
| Admin fee / account holder | $249 | $535-53.5% | $6,642-96.3% | $513-51.5% |