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 | $94,876-58.2% | $82,389-51.9% | $102,872-61.5% |
| Participation rate | 39.4% | 70.6%-31.2pp | 69.5%-30.2pp | 73.0%-33.7pp |
| Annual return | 20.89% | 17.83%+3.1pp | 28.67%-7.8pp | 19.06%+1.8pp |
| Employer contribution / active EE | $917 | $3,789-75.8% | $2,517-63.6% | $3,526-74.0% |
| Participant deferral / active EE | $1,805 | $4,496-59.9% | $4,155-56.5% | $5,535-67.4% |
| Admin fee / account holder | $120 | $214-44.0% | $7,231-98.3% | $292-59.0% |