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 3-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 Service code 15 · EIN 01-0233346 | Recordkeeping | $25,866 |
GGM ASSOCIATES INC3+ years Filed as: GGM ASSOCIATES Service code 10 · EIN 84-4230150 | Accounting | $8,800 |
CAMBRIDGE INVESTMENT RESEARCH3+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC. Service code 55 | Other Commissions | $0 |
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.
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 | $5,223 | $53,136-90.2% | $155,509-96.6% | $199,593-97.4% |
| Participation rate | 12.9% | 64.1%-51.2pp | 78.2%-65.3pp | 72.0%-59.1pp |
| Annual return | 10.28% | 41.15%-30.9pp | 64.67%-54.4pp | 34.25%-24.0pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $154 | $3,161-95.1% | $5,626-97.3% | $5,087-97.0% |
| Admin fee / account holder | $104 | $185-43.8% | $15,912-99.3% | $269-61.3% |