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 9-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 |
|---|---|---|
CREDIT SUISSE1+ years Filed as: CREDIT SUISSE SECURITIES (USA), LLC Service code 19 · EIN 87-0723968 | Securities Custodian | $18,937 |
QBI, LLC1+ years Service code 13 114 PACIFICA, SUITE 150 · IRVINE, CA 92618 | Contract Administrator | $1,881 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $736 |
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 | $62,466 | $39,245+59.2% | $64,105-2.6% | $52,331+19.4% |
| Participation rate | 66.7% | 58.2%+8.4pp | 68.2%-1.5pp | 68.1%-1.4pp |
| Annual return | 1.12% | 14.79%-13.7pp | 791.24%-790.1pp | 4.54%-3.4pp |
| Employer contribution / active EE | $326 | $736-55.8% | $1,820-82.1% | $1,882-82.7% |
| Participant deferral / active EE | $2,196 | $1,992+10.2% | $2,822-22.2% | $3,022-27.3% |
| Admin fee / account holder | $263 | $592-55.7% | $4,499-94.2% | $592-55.6% |