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 FINANCIAL Service code 26 · EIN 59-2937883 | Advisory (Participants) | $8,999 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $650 |
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 | $24,061 | $56,503-57.4% | $70,092-65.7% | $64,808-62.9% |
| Participation rate | 38.7% | 70.5%-31.7pp | 70.5%-31.7pp | 71.5%-32.7pp |
| Annual return | -17.19% | -13.44%-3.8pp | 190.73%-207.9pp | 32.82%-50.0pp |
| Employer contribution / active EE | $888 | $2,046-56.6% | $2,559-65.3% | $2,506-64.6% |
| Participant deferral / active EE | $2,357 | $3,389-30.5% | $3,849-38.8% | $4,310-45.3% |
| Admin fee / account holder | $178 | $160+10.9% | $6,267-97.2% | $188-5.3% |