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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $25,658 |
REGIONS BANK1 year Service code 26 · EIN 63-0371391 | Advisory (Participants) | $18,408 |
GOLDMAN SACHS9+ years Filed as: UNITED CAPITAL FINANCIAL ADV Service code 26 · EIN 27-0493248 | Advisory (Participants) | $10,528 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,308 | $79,171-44.0% | $102,423-56.7% | $74,495-40.5% |
| Participation rate | 56.0% | 74.8%-18.8pp | 76.5%-20.5pp | 67.2%-11.2pp |
| Annual return | 13.26% | 54.93%-41.7pp | 29.32%-16.1pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $1,377 | $2,362-41.7% | $3,023-54.5% | $2,623-47.5% |
| Participant deferral / active EE | $2,760 | $4,415-37.5% | $5,053-45.4% | $4,346-36.5% |
| Admin fee / account holder | $346 | $2,001-82.7% | $9,451-96.3% | $1,942-82.2% |