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 |
|---|---|---|
SWISHER FINANCIAL CONCEPTS7 years Service code 26 · EIN 81-0556507 | Advisory (Participants) | $47,968 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $800 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,571 | $89,588-68.1% | $136,007-79.0% | $77,671-63.2% |
| Participation rate | 93.1% | 74.3%+18.8pp | 76.5%+16.7pp | 70.6%+22.6pp |
| Annual return | 15.94% | 17.42%-1.5pp | 579.32%-563.4pp | 31.21%-15.3pp |
| Employer contribution / active EE | $982 | $3,491-71.9% | $4,215-76.7% | $2,726-64.0% |
| Participant deferral / active EE | $2,859 | $5,591-48.9% | $7,024-59.3% | $4,648-38.5% |
| Admin fee / account holder | $87 | $539-83.8% | $6,858-98.7% | $430-79.7% |