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) | $12,506 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $700 |
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 | $30,392 | $69,823-56.5% | $77,163-60.6% | $74,419-59.2% |
| Participation rate | 45.4% | 70.0%-24.6pp | 69.6%-24.2pp | 70.7%-25.3pp |
| Annual return | 20.82% | 19.98%+0.8pp | 37.87%-17.1pp | 34.38%-13.6pp |
| Employer contribution / active EE | $1,122 | $2,150-47.8% | $2,535-55.7% | $2,637-57.5% |
| Participant deferral / active EE | $2,566 | $3,558-27.9% | $3,833-33.1% | $4,528-43.3% |
| Admin fee / account holder | $178 | $398-55.3% | $5,472-96.7% | $348-48.9% |