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 Service code 15 · EIN 01-0233346 | Recordkeeping | $45,258 |
Filed as: MML INVESTORS SERVICES Service code 27 · EIN 04-2746212 | Advisory (Plan) | $39,789 |
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 | $57,095 | $131,799-56.7% | $200,582-71.5% | $85,563-33.3% |
| Participation rate | 95.0% | 87.9%+7.1pp | 86.9%+8.2pp | 66.0%+29.1pp |
| Annual return | 16.39% | 21.59%-5.2pp | 42.33%-25.9pp | 31.51%-15.1pp |
| Employer contribution / active EE | $538 | $4,532-88.1% | $6,419-91.6% | $2,654-79.7% |
| Participant deferral / active EE | $6,703 | $7,702-13.0% | $9,331-28.2% | $4,375+53.2% |
| Admin fee / account holder | $252 | $235+7.0% | $16,305-98.5% | $834-69.8% |