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 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $11,612 |
Filed as: M HOLDINGS SECURTIES, INC. Service code 26 · EIN 91-1802259 | Advisory (Participants) | $6,274 |
GREAT LAKES ADVISORS, LLC7+ years Filed as: GREAT LAKES PENSION ASSOCIATES, INC Service code 12 · EIN 38-2438760 37923 WEST TWELVE MILE ROAD · FARMINGTON HILLS, MI 48331 | Claims processing; Participant loan p... | $6,000 |
Filed as: MML INVESTORS SERVICES, LLC Service code 26 · EIN 04-1590850 | Advisory (Participants) | $5,444 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,489 | $46,292-60.1% | $143,757-87.1% | $64,808-71.5% |
| Participation rate | 52.5% | 64.2%-11.7pp | 80.3%-27.8pp | 71.5%-18.9pp |
| Annual return | -21.85% | -10.05%-11.8pp | -0.04%-21.8pp | 32.82%-54.7pp |
| Employer contribution / active EE | $1,047 | $1,910-45.2% | $4,951-78.9% | $2,506-58.2% |
| Participant deferral / active EE | $2,138 | $2,646-19.2% | $5,637-62.1% | $4,310-50.4% |
| Admin fee / account holder | $199 | $154+29.3% | $14,673-98.6% | $188+5.9% |