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 INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $32,475 |
Filed as: ONE DIGITAL Service code 26 300 GALLERIA PKWY, SUITE 1100 · ATLANTA, GA 30339 | Advisory (Participants) | $21,342 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 26 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,081 | $73,397+15.9% | $178,014-52.2% | $74,546+14.1% |
| Participation rate | 55.7% | 66.6%-10.9pp | 77.1%-21.4pp | 67.2%-11.5pp |
| Annual return | 13.57% | 17.49%-3.9pp | 294.80%-281.2pp | 1366.03%-1352.5pp |
| Employer contribution / active EE | $3,482 | $2,217+57.0% | $3,950-11.8% | $2,624+32.7% |
| Participant deferral / active EE | $4,453 | $4,512-1.3% | $6,276-29.1% | $4,347+2.4% |
| Admin fee / account holder | $366 | $1,809-79.8% | $10,362-96.5% | $1,944-81.2% |