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 LLC7+ 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 | $1,694 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,205 | $72,607-29.5% | $90,749-43.6% | $66,914-23.5% |
| Participation rate | 77.7% | 73.7%+4.0pp | 75.7%+2.0pp | 69.8%+7.9pp |
| Annual return | -17.34% | -12.28%-5.1pp | -12.16%-5.2pp | 1.58%-18.9pp |
| Employer contribution / active EE | $1,335 | $2,369-43.7% | $2,921-54.3% | $2,544-47.5% |
| Participant deferral / active EE | $4,028 | $3,977+1.3% | $4,564-11.7% | $4,237-4.9% |
| Admin fee / account holder | $268 | $707-62.2% | $8,445-96.8% | $593-54.9% |