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: RESOURCES INVESTMENT ADVISORS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $25,947 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $338 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $31,576 | $79,519-60.3% | $95,952-67.1% | $73,409-57.0% |
| Participation rate | 61.4% | 81.2%-19.7pp | 77.1%-15.6pp | 72.2%-10.7pp |
| Annual return | 13.50% | 19.20%-5.7pp | 91.61%-78.1pp | 59.29%-45.8pp |
| Employer contribution / active EE | $1,261 | $2,048-38.4% | $2,541-50.4% | $2,234-43.5% |
| Participant deferral / active EE | $3,753 | $4,138-9.3% | $4,167-9.9% | $3,805-1.4% |
| Admin fee / account holder | $289 | $184+56.9% | $6,795-95.7% | $158+83.2% |