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 Service code 15 · EIN 01-0233346 | Recordkeeping | $47,001 |
PNC BANK, N.A.1 year Filed as: PNC BANK NA Service code 27 · EIN 22-1146430 | Advisory (Plan) | $21,279 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,597 | $49,693+108.5% | $70,515+46.9% | $74,419+39.2% |
| Participation rate | 57.5% | 64.7%-7.1pp | 68.3%-10.8pp | 70.7%-13.2pp |
| Annual return | 16.62% | 21.22%-4.6pp | 32.77%-16.2pp | 34.38%-17.8pp |
| Employer contribution / active EE | $1,743 | $1,773-1.7% | $2,973-41.4% | $2,637-33.9% |
| Participant deferral / active EE | $3,513 | $3,376+4.1% | $4,567-23.1% | $4,528-22.4% |
| Admin fee / account holder | $158 | $316-49.9% | $6,412-97.5% | $348-54.6% |