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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $9,782 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,933 |
CERITY PARTNERS1+ years Service code 27 99 PARK AVE · NEW YORK, NY 10016 | Advisory (Plan) | $6,526 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,283 | $54,701-75.7% | $86,188-84.6% | $71,457-81.4% |
| Participation rate | 83.5% | 60.1%+23.4pp | 69.0%+14.6pp | 67.9%+15.6pp |
| Annual return | 24.12% | 20.06%+4.1pp | 1168.45%-1144.3pp | 28.85%-4.7pp |
| Employer contribution / active EE | $1,170 | $1,265-7.5% | $2,380-50.8% | $2,588-54.8% |
| Participant deferral / active EE | $2,234 | $3,108-28.1% | $3,985-43.9% | $4,289-47.9% |
| Admin fee / account holder | $114 | $1,922-94.1% | $6,852-98.3% | $1,587-92.8% |