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 5-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 | $20,089 |
EQUITABLE ADVISORS LLC2+ years Filed as: EQUITABLE ADVISORS, LLC Service code 27 100 MADISON STREET · SYRACUSE, NY 13202 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,126 | $104,475+82.9% | $159,436+19.9% | $79,386+140.8% |
| Participation rate | 0.0% | 76.6%-76.6pp | 82.8%-82.8pp | 70.7%-70.7pp |
| Annual return | 25.00% | 67.95%-42.9pp | 263.57%-238.6pp | 116.85%-91.8pp |
| Employer contribution / active EE | $1,003 | $3,417-70.6% | $4,829-79.2% | $2,427-58.7% |
| Participant deferral / active EE | $7,198 | $6,467+11.3% | $7,352-2.1% | $4,046+77.9% |
| Admin fee / account holder | $693 | $711-2.6% | $10,799-93.6% | $626+10.6% |