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 | $1,536 |
PENSION ASSURANCE LLP4+ 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.
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 | $30,346 | $42,548-28.7% | $74,550-59.3% | $56,287-46.1% |
| Participation rate | 44.7% | 60.5%-15.8pp | 69.1%-24.5pp | 69.9%-25.2pp |
| Annual return | -8.19% | 12.40%-20.6pp | 32.53%-40.7pp | -9.96%+1.8pp |
| Employer contribution / active EE | $680 | $855-20.5% | $1,961-65.3% | $2,111-67.8% |
| Participant deferral / active EE | $1,429 | $2,277-37.2% | $3,108-54.0% | $3,350-57.3% |
| Admin fee / account holder | $178 | $467-61.8% | $5,060-96.5% | $521-65.8% |