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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $48,465 |
Service code 27 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Advisory (Plan) | $21,197 |
Filed as: ASSURED PARTNERS INVESTMENT ADVISOR Service code 27 4600 WEST CYPRESS ST. SUITE 405 · TAMPA, FL 33607 | Advisory (Plan) | $7,660 |
Service code 13 PO BOX 54 · FRANKLIN SQ, NY 11010 | Contract Administrator | $464 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,291 | $88,890-60.3% | $102,423-65.5% | $77,643-54.5% |
| Participation rate | 48.4% | 80.9%-32.5pp | 76.5%-28.1pp | 70.6%-22.2pp |
| Annual return | 11.71% | 24.98%-13.3pp | 29.32%-17.6pp | 31.24%-19.5pp |
| Employer contribution / active EE | $171 | $2,698-93.6% | $3,023-94.3% | $2,726-93.7% |
| Participant deferral / active EE | $2,034 | $5,145-60.5% | $5,053-59.7% | $4,647-56.2% |
| Admin fee / account holder | $235 | $235-0.4% | $9,451-97.5% | $430-45.5% |