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 |
|---|---|---|
Service code 26 · EIN 59-3331424 | Advisory (Participants) | $77,937 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $7,146 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $5,489 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,483 | $45,000-18.9% | $143,757-74.6% | $77,904-53.2% |
| Participation rate | 35.9% | 66.8%-30.9pp | 80.3%-44.4pp | 73.7%-37.8pp |
| Annual return | -15.80% | 29.03%-44.8pp | -0.04%-15.8pp | 12.21%-28.0pp |
| Employer contribution / active EE | $180 | $1,870-90.4% | $4,951-96.4% | $2,848-93.7% |
| Participant deferral / active EE | $2,886 | $3,157-8.6% | $5,637-48.8% | $4,806-39.9% |
| Admin fee / account holder | $81 | $98-17.7% | $14,673-99.4% | $133-38.9% |