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 5-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 TRUST COMPANY LLC Service code 15 · EIN 01-0233346 | Recordkeeping | $36,234 |
KESTRA INVESTMENT SERVICES LLC5+ years Filed as: KESTRA ADVISORY SERVICES LLC Service code 26 · EIN 35-2552359 | Advisory (Participants) | $14,171 |
THE BENEFIT PRACTICE5+ years Service code 49 · EIN 13-4144565 | Other Services | $10,049 |
Service code 50 · EIN 71-0294708 | Direct Payment | $5,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $31,584 | $119,446-73.6% | $150,045-79.0% | $85,563-63.1% |
| Participation rate | 42.9% | 75.4%-32.5pp | 82.3%-39.4pp | 66.0%-23.1pp |
| Annual return | 30.86% | 23.72%+7.1pp | 62.55%-31.7pp | 31.51%-0.7pp |
| Employer contribution / active EE | $553 | $4,078-86.4% | $4,693-88.2% | $2,654-79.2% |
| Participant deferral / active EE | $3,355 | $7,985-58.0% | $7,997-58.0% | $4,375-23.3% |
| Admin fee / account holder | $160 | $548-70.8% | $13,435-98.8% | $834-80.8% |