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 | $520 |
PENSION ASSURANCE LLP1+ years Filed as: THE PENSION STUDIO Service code 15 · EIN 54-2154380 1226 OMAR ROAD · WEST PALM BEACH, FL 33405 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 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 | $19,093 | $39,245-51.3% | $64,105-70.2% | $52,331-63.5% |
| Participation rate | 47.3% | 58.2%-10.9pp | 68.2%-20.8pp | 68.1%-20.8pp |
| Annual return | -2.35% | 14.79%-17.1pp | 791.24%-793.6pp | 4.54%-6.9pp |
| Employer contribution / active EE | $636 | $736-13.6% | $1,820-65.1% | $1,882-66.2% |
| Participant deferral / active EE | $1,130 | $1,992-43.3% | $2,822-60.0% | $3,022-62.6% |
| Admin fee / account holder | $81 | $592-86.3% | $4,499-98.2% | $592-86.3% |