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 LLC6 years Service code 26 · EIN 13-4023176 7 HANOVER SQUARE · NEW YORK, NY 10004 | Advisory (Participants) | $17,244 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $254 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,297 | $71,142-49.0% | $119,609-69.7% | $64,808-44.0% |
| Participation rate | 28.2% | 78.6%-50.5pp | 79.3%-51.1pp | 71.5%-43.3pp |
| Annual return | -4.52% | -10.01%+5.5pp | -14.97%+10.5pp | 32.82%-37.3pp |
| Employer contribution / active EE | $0 | $2,497-100.0% | $4,232-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,804 | $4,490-59.8% | $5,602-67.8% | $4,310-58.2% |
| Admin fee / account holder | $168 | $162+3.3% | $10,323-98.4% | $188-10.8% |