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 LLC8+ 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 | $2,426 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,510 | $71,516-18.2% | $98,439-40.6% | $71,457-18.1% |
| Participation rate | 79.2% | 72.7%+6.5pp | 75.2%+4.1pp | 67.9%+11.3pp |
| Annual return | 17.55% | 32.41%-14.9pp | 21.16%-3.6pp | 28.85%-11.3pp |
| Employer contribution / active EE | $1,370 | $2,399-42.9% | $3,048-55.1% | $2,588-47.1% |
| Participant deferral / active EE | $4,004 | $4,109-2.6% | $4,738-15.5% | $4,289-6.6% |
| Admin fee / account holder | $278 | $1,675-83.4% | $8,948-96.9% | $1,587-82.5% |