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 RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $1,740 |
Filed as: PRINCIPAL SECURITIES INC. Service code 27 711 HIGH STREET · DES MOINES, IA 50309 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,850 | $59,263+61.7% | $96,562-0.7% | $79,386+20.7% |
| Participation rate | 68.4% | 61.9%+6.5pp | 69.8%-1.4pp | 70.7%-2.3pp |
| Annual return | 17.57% | 27.07%-9.5pp | 37.78%-20.2pp | 116.85%-99.3pp |
| Employer contribution / active EE | $885 | $1,216-27.2% | $2,356-62.5% | $2,427-63.6% |
| Participant deferral / active EE | $2,470 | $2,948-16.2% | $3,849-35.8% | $4,046-38.9% |
| Admin fee / account holder | $17 | $658-97.5% | $6,181-99.7% | $626-97.3% |