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 |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $35,785 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $4,321 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,442 | $46,292-75.3% | $143,757-92.0% | $64,808-82.3% |
| Participation rate | 44.7% | 64.2%-19.5pp | 80.3%-35.6pp | 71.5%-26.7pp |
| Annual return | -16.83% | -10.05%-6.8pp | -0.04%-16.8pp | 32.82%-49.6pp |
| Employer contribution / active EE | $1,107 | $1,910-42.0% | $4,951-77.6% | $2,506-55.8% |
| Participant deferral / active EE | $1,899 | $2,646-28.2% | $5,637-66.3% | $4,310-55.9% |
| Admin fee / account holder | $157 | $154+2.3% | $14,673-98.9% | $188-16.2% |