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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $11,440 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $6,877 |
SENTINEL PENSION ADVISORS7 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 04-3015875 | Recordkeeping | $1,760 |
Filed as: EMPOWER ANNUITY INS. CO., AMERICA Service code 15 · EIN 06-0974148 | Recordkeeping | $1,103 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,748 | $67,984-28.3% | $65,493-25.6% | $74,304-34.4% |
| Participation rate | 28.9% | 66.3%-37.4pp | 73.1%-44.2pp | 60.3%-31.4pp |
| Annual return | 11.27% | 19.87%-8.6pp | 982.45%-971.2pp | 29.43%-18.2pp |
| Employer contribution / active EE | $279 | $2,491-88.8% | $2,574-89.2% | $2,241-87.6% |
| Participant deferral / active EE | $1,593 | $3,346-52.4% | $3,961-59.8% | $3,767-57.7% |
| Admin fee / account holder | $228 | $1,373-83.4% | $5,028-95.5% | $2,969-92.3% |