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 9-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 |
|---|---|---|
GRANT THORNTON LLP2 years Filed as: LLP FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $15,669 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,292 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,175 | $52,293-82.5% | $178,490-94.9% | $73,409-87.5% |
| Participation rate | 41.0% | 65.3%-24.4pp | 81.9%-40.9pp | 72.2%-31.2pp |
| Annual return | 22.48% | 34.75%-12.3pp | 151.07%-128.6pp | 59.29%-36.8pp |
| Employer contribution / active EE | $885 | $1,735-49.0% | $5,011-82.3% | $2,234-60.4% |
| Participant deferral / active EE | $1,581 | $2,332-32.2% | $5,202-69.6% | $3,805-58.5% |
| Admin fee / account holder | $94 | $127-26.5% | $13,984-99.3% | $158-40.7% |