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 LIFE INSURANCE Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 26 · EIN 43-1451524 1101 SWITZER RD STE 200 · OVERLAND, KS 62210 | Advisory (Participants) | $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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,290 | $29,548-31.3% | $56,411-64.0% | $77,643-73.9% |
| Participation rate | 24.6% | 32.7%-8.1pp | 52.5%-27.9pp | 70.6%-46.0pp |
| Annual return | 8.74% | 19.01%-10.3pp | 1701.33%-1692.6pp | 31.24%-22.5pp |
| Employer contribution / active EE | $95 | $568-83.3% | $1,039-90.9% | $2,726-96.5% |
| Participant deferral / active EE | $440 | $1,061-58.5% | $1,952-77.5% | $4,647-90.5% |
| Admin fee / account holder | $197 | $1,046-81.1% | $2,829-93.0% | $430-54.2% |