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 | $53,858 |
PNC BANK, N.A.2 years Filed as: PNC BANK NA Service code 27 · EIN 22-1146430 | Advisory (Plan) | $31,446 |
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 | $117,988 | $55,416+112.9% | $75,972+55.3% | $77,643+52.0% |
| Participation rate | 58.0% | 63.6%-5.6pp | 69.1%-11.1pp | 70.6%-12.6pp |
| Annual return | 15.26% | 17.07%-1.8pp | 359.55%-344.3pp | 31.24%-16.0pp |
| Employer contribution / active EE | $1,719 | $1,788-3.8% | $2,685-36.0% | $2,726-36.9% |
| Participant deferral / active EE | $3,920 | $3,447+13.7% | $4,255-7.9% | $4,647-15.7% |
| Admin fee / account holder | $190 | $414-54.2% | $6,467-97.1% | $430-56.0% |