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 |
|---|---|---|
Filed as: SOUTHWESTERN INVESTMENT ADVISERS Service code 26 · EIN 47-1471217 720 COOL SPRINGS BLVD · FRANKLIN, TN 37067 | Advisory (Participants) | $31,775 |
Filed as: JOHN HANCOCK US Service code 15 · EIN 47-1471217 | Recordkeeping | $400 |
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 | $55,716 | $58,655-5.0% | $91,989-39.4% | $65,185-14.5% |
| Participation rate | 67.5% | 75.3%-7.8pp | 78.6%-11.1pp | 70.2%-2.7pp |
| Annual return | 36.88% | 33.92%+3.0pp | 69.02%-32.1pp | 29.38%+7.5pp |
| Employer contribution / active EE | $1,615 | $2,080-22.4% | $3,452-53.2% | $2,177-25.8% |
| Participant deferral / active EE | $2,654 | $5,474-51.5% | $5,923-55.2% | $3,514-24.5% |
| Admin fee / account holder | $124 | $434-71.4% | $7,743-98.4% | $847-85.3% |