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 6-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 LIFE INS COMPANY (USA) Service code 15 · EIN 01-0233346 | Recordkeeping | $7,905 |
CALDWELL TRUST COMPANY1 year Service code 26 · EIN 65-0376693 | Advisory (Participants) | $4,947 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $7,554 | $29,369-74.3% | $77,482-90.3% | $73,409-89.7% |
| Participation rate | 24.4% | 37.9%-13.5pp | 54.2%-29.8pp | 72.2%-47.8pp |
| Annual return | 19.46% | 358.15%-338.7pp | 54.79%-35.3pp | 59.29%-39.8pp |
| Employer contribution / active EE | $75 | $406-81.4% | $986-92.4% | $2,234-96.6% |
| Participant deferral / active EE | $390 | $941-58.6% | $1,861-79.1% | $3,805-89.8% |
| Admin fee / account holder | $194 | $123+57.9% | $2,858-93.2% | $158+22.7% |