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. U.S.A. Service code 15 · EIN 01-0233346 | Recordkeeping | $464 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE SECURITIES Service code 26 16 CAMPUS BLVD · NEWTOWN SQUARE, PA 19073 | Advisory (Participants) | $0 |
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 13 · EIN 23-3044062 | Contract Administrator | $0 |
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 | $54,158 | $45,283+19.6% | $155,790-65.2% | $52,331+3.5% |
| Participation rate | 52.2% | 62.2%-10.0pp | 76.1%-23.9pp | 68.1%-15.9pp |
| Annual return | 1.12% | 1.80%-0.7pp | 71.54%-70.4pp | 4.54%-3.4pp |
| Employer contribution / active EE | $467 | $1,329-64.8% | $3,836-87.8% | $1,882-75.2% |
| Participant deferral / active EE | $2,479 | $2,854-13.1% | $4,797-48.3% | $3,022-18.0% |
| Admin fee / account holder | $46 | $981-95.3% | $7,478-99.4% | $592-92.2% |