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 |
|---|---|---|
Service code 26 · EIN 42-1445429 1776 PLEASANT PLAIN · FAIRFIELD, IA 525568757 | Advisory (Participants) | $9,975 |
RHL GROUP1 year Service code 26 · EIN 46-3466031 115 BATTLE ALLEY · HOLLY, MA 48442 | Advisory (Participants) | $6,489 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $2,804 |
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 | $55,733 | $62,624-11.0% | $177,989-68.7% | $77,643-28.2% |
| Participation rate | 39.7% | 66.8%-27.2pp | 77.1%-37.4pp | 70.6%-30.9pp |
| Annual return | 10.71% | 16.16%-5.4pp | 294.48%-283.8pp | 31.24%-20.5pp |
| Employer contribution / active EE | $955 | $1,909-50.0% | $3,949-75.8% | $2,726-65.0% |
| Participant deferral / active EE | $2,033 | $4,219-51.8% | $6,276-67.6% | $4,647-56.2% |
| Admin fee / account holder | $292 | $386-24.4% | $10,363-97.2% | $430-32.2% |