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 CORPORATION3 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 | $37,754 | $25,302+49.2% | $74,701-49.5% | $67,579-44.1% |
| Participation rate | 21.7% | 37.8%-16.1pp | 54.5%-32.7pp | 71.3%-49.6pp |
| Annual return | 24.66% | 10291.17%-10266.5pp | 752.92%-728.3pp | 378.56%-353.9pp |
| Employer contribution / active EE | $378 | $446-15.3% | $1,084-65.1% | $2,148-82.4% |
| Participant deferral / active EE | $813 | $954-14.8% | $1,964-58.6% | $3,539-77.0% |
| Admin fee / account holder | $252 | $108+133.9% | $3,333-92.4% | $142+76.9% |