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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 PO BOX 00 · BUFFALO, NY 14201 | Recordkeeping | $2,195 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 99 · EIN 71-0294708 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,911 | $46,292-7.3% | $143,757-70.2% | $64,808-33.8% |
| Participation rate | 36.0% | 64.2%-28.2pp | 80.3%-44.3pp | 71.5%-35.5pp |
| Annual return | -14.41% | -10.05%-4.4pp | -0.04%-14.4pp | 32.82%-47.2pp |
| Employer contribution / active EE | $838 | $1,910-56.1% | $4,951-83.1% | $2,506-66.5% |
| Participant deferral / active EE | $1,848 | $2,646-30.1% | $5,637-67.2% | $4,310-57.1% |
| Admin fee / account holder | $272 | $154+77.2% | $14,673-98.1% | $188+45.1% |