Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $13,557 |
PAYCHEX, INC.1 year Filed as: PAYCHEX, INC Service code 15 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $6,638 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,820 | $60,261-80.4% | $81,783-85.5% | $74,546-84.1% |
| Participation rate | 98.7% | 62.9%+35.8pp | 72.4%+26.3pp | 67.2%+31.5pp |
| Annual return | 11.92% | 16.88%-5.0pp | 775.05%-763.1pp | 1366.03%-1354.1pp |
| Employer contribution / active EE | $1,807 | $2,622-31.1% | $2,913-38.0% | $2,624-31.2% |
| Participant deferral / active EE | $1,557 | $3,388-54.0% | $4,320-64.0% | $4,347-64.2% |
| Admin fee / account holder | $112 | $1,482-92.4% | $7,380-98.5% | $1,944-94.2% |