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: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $3,093 |
Filed as: AXA ADVISORS Service code 27 · EIN 13-4071393 | Advisory (Plan) | $0 |
AXA EQUITABLE LIFE INSURANCE CO6+ years Filed as: AXA ADVISORS, LLC Service code 55 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $49,695 | $56,095-11.4% | $178,490-72.2% | $90,288-45.0% |
| Participation rate | 41.8% | 65.6%-23.8pp | 81.9%-40.2pp | 73.4%-31.6pp |
| Annual return | 22.53% | 28.81%-6.3pp | 151.07%-128.5pp | 53.97%-31.4pp |
| Employer contribution / active EE | $897 | $1,572-42.9% | $5,011-82.1% | $2,524-64.5% |
| Participant deferral / active EE | $1,719 | $2,669-35.6% | $5,202-66.9% | $4,232-59.4% |
| Admin fee / account holder | $5 | $101-95.1% | $13,984-100.0% | $114-95.7% |