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) | $23,027 |
PENSION PLAN SPECIALISTS, PC7 years Service code 49 · EIN 26-1570786 | Other Services | $8,724 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $1,650 |
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 | $41,661 | $117,025-64.4% | $91,541-54.5% | $85,563-51.3% |
| Participation rate | 40.9% | 64.2%-23.3pp | 69.8%-28.9pp | 66.0%-25.1pp |
| Annual return | 22.21% | 18.02%+4.2pp | 20.50%+1.7pp | 31.51%-9.3pp |
| Employer contribution / active EE | $949 | $2,120-55.3% | $2,505-62.1% | $2,654-64.2% |
| Participant deferral / active EE | $2,317 | $3,446-32.8% | $4,008-42.2% | $4,375-47.1% |
| Admin fee / account holder | $230 | $1,242-81.4% | $6,956-96.7% | $834-72.4% |