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 |
|---|---|---|
PARK AVENUE SECURITIES LLC2 years Service code 26 · EIN 13-4023176 7 HANOVER SQUARE · NEW YORK, NY 10004 | Advisory (Participants) | $4,405 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $34 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,410 | $62,267-75.3% | $110,238-86.0% | $55,725-72.3% |
| Participation rate | 15.4% | 78.1%-62.7pp | 79.8%-64.4pp | 70.9%-55.5pp |
| Annual return | -4.20% | -1.07%-3.1pp | 314.74%-318.9pp | 244.93%-249.1pp |
| Employer contribution / active EE | $0 | $1,941-100.0% | $3,826-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $543 | $3,516-84.6% | $4,672-88.4% | $3,356-83.8% |
| Admin fee / account holder | $123 | $121+2.0% | $8,547-98.6% | $115+7.1% |