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: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $72,707 |
HARBOR2 years Filed as: HARBOR INVESTMENT ADVISORY Service code 16 2330 W JOPPA RD #160 · TIMONIUM, MD 21093 | Consulting | $33,906 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,121 | $119,446-70.6% | $150,045-76.6% | $85,563-59.0% |
| Participation rate | 65.7% | 75.4%-9.7pp | 82.3%-16.6pp | 66.0%-0.2pp |
| Annual return | 39.64% | 23.72%+15.9pp | 62.55%-22.9pp | 31.51%+8.1pp |
| Employer contribution / active EE | $1,644 | $4,078-59.7% | $4,693-65.0% | $2,654-38.1% |
| Participant deferral / active EE | $2,462 | $7,985-69.2% | $7,997-69.2% | $4,375-43.7% |
| Admin fee / account holder | $160 | $548-70.8% | $13,435-98.8% | $834-80.8% |