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 RETIREMENT PLAN SERVIC Service code 13 · EIN 01-0233346 | Contract Administrator | $226,684 |
CARDAY ASSOCIATES1 year Filed as: CARDAY ASSOCIATES, INC. Service code 13 · EIN 53-0257019 | Contract Administrator | $14,749 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $780 | $76,774-99.0% | $112,228-99.3% | $77,904-99.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -173.77% | -10.25%-163.5pp | 27.45%-201.2pp | 12.21%-186.0pp |
| Employer contribution / active EE | $815 | $3,977-79.5% | $3,635-77.6% | $2,848-71.4% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $53 | $239-77.7% | $6,410-99.2% | $133-59.8% |