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: RAYMOND JAMES & ASSOC Service code 26 · EIN 59-1237041 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Participants) | $17,192 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $500 |
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 | $37,179 | $61,272-39.3% | $149,673-75.2% | $71,457-48.0% |
| Participation rate | 69.0% | 62.5%+6.5pp | 78.8%-9.7pp | 67.9%+1.1pp |
| Annual return | 15.20% | 35.85%-20.7pp | 134.42%-119.2pp | 28.85%-13.7pp |
| Employer contribution / active EE | $3,022 | $2,378+27.1% | $4,818-37.3% | $2,588+16.8% |
| Participant deferral / active EE | $2,595 | $2,917-11.0% | $5,680-54.3% | $4,289-39.5% |
| Admin fee / account holder | $215 | $1,261-83.0% | $13,210-98.4% | $1,587-86.5% |