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 | $146,615 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $78,819 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,621 | $107,624-63.2% | $76,735-48.4% | $103,975-61.9% |
| Participation rate | 39.4% | 70.3%-31.0pp | 69.5%-30.1pp | 72.5%-33.2pp |
| Annual return | 20.89% | 17.70%+3.2pp | 29.77%-8.9pp | 19.41%+1.5pp |
| Employer contribution / active EE | $917 | $4,589-80.0% | $2,454-62.6% | $3,722-75.4% |
| Participant deferral / active EE | $1,805 | $4,279-57.8% | $4,088-55.8% | $5,343-66.2% |
| Admin fee / account holder | $120 | $271-55.7% | $7,189-98.3% | $332-63.9% |