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 | $196,856 |
Filed as: HAUSER RETIREMENT SOLUTIONS Service code 27 · EIN 47-1534832 | Advisory (Plan) | $26,891 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,880 | $114,241-87.9% | $159,436-91.3% | $101,517-86.3% |
| Participation rate | 49.7% | 71.7%-22.0pp | 82.8%-33.1pp | 74.6%-24.8pp |
| Annual return | 48.61% | 22.81%+25.8pp | 263.57%-215.0pp | 21.00%+27.6pp |
| Employer contribution / active EE | $661 | $3,214-79.4% | $4,829-86.3% | $2,973-77.8% |
| Participant deferral / active EE | $1,626 | $6,307-74.2% | $7,352-77.9% | $4,873-66.6% |
| Admin fee / account holder | $59 | $81-27.5% | $10,799-99.5% | $139-58.1% |