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 LIFE INS. CO. OF NY Service code 15 · EIN 13-3646501 | Recordkeeping | $192 |
Filed as: NORTHWESTERN MUTUAL LIFE INS. CO. Service code 63 · EIN 52-2114207 | 12b-1 Fees | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,721 | $41,281-71.6% | $109,313-89.3% | $57,658-79.7% |
| Participation rate | 48.5% | 59.3%-10.9pp | 71.3%-22.8pp | 70.2%-21.8pp |
| Annual return | -0.43% | 8.97%-9.4pp | 22.07%-22.5pp | 5.13%-5.6pp |
| Employer contribution / active EE | $790 | $1,201-34.2% | $3,892-79.7% | $1,974-60.0% |
| Participant deferral / active EE | $1,002 | $2,223-54.9% | $3,166-68.3% | $3,061-67.2% |
| Admin fee / account holder | $6 | $75-91.6% | $5,666-99.9% | $95-93.3% |