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 |
|---|---|---|
INVEST FINANCIAL CORPORATION2 years Service code 26 · EIN 59-2195688 12750 CITRUS PARK LA SUITE 300 · TAMPA, FL 33625 | Advisory (Participants) | $0 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,418 | $23,224+31.0% | $71,086-57.2% | $55,725-45.4% |
| Participation rate | 21.7% | 37.9%-16.2pp | 54.7%-33.0pp | 70.9%-49.2pp |
| Annual return | -7.94% | -2.87%-5.1pp | 650.59%-658.5pp | 244.93%-252.9pp |
| Employer contribution / active EE | $387 | $436-11.4% | $1,088-64.5% | $2,078-81.4% |
| Participant deferral / active EE | $698 | $929-24.9% | $1,874-62.8% | $3,356-79.2% |
| Admin fee / account holder | $165 | $118+40.0% | $3,082-94.6% | $115+43.4% |