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 8-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 |
|---|---|---|
HUNTER BENEFITS CONSULTING GROUP1+ years Filed as: HUNTER CAPITAL ADVISORS INC. Service code 27 · EIN 52-2206685 1000 FARMINGTON AVE, SUITE 103 · WEST HARTFORD, CT 06107 | Advisory (Plan) | $17,700 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 15 · EIN 52-2206685 | Recordkeeping | $7,143 |
Filed as: JOHN HANCOCK RETIREMENT SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $6,823 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $144,916 | $70,667+105.1% | $123,104+17.7% | $52,331+176.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | -1.32% | 6.23%-7.6pp | 13.22%-14.5pp | 4.54%-5.9pp |
| Employer contribution / active EE | $8,257 | $2,946+180.3% | $5,151+60.3% | $1,882+338.8% |
| Participant deferral / active EE | $10,159 | $4,493+126.1% | $6,230+63.1% | $3,022+236.2% |
| Admin fee / account holder | $59 | $506-88.3% | $9,015-99.3% | $592-90.0% |