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 Service code 15 · EIN 01-0233346 | Recordkeeping | $129,637 |
Filed as: MILLENNIUM INV. & RET. ADVISORS LLC Service code 27 13850 BALLANTYNE CORP. PL. · CHARLOTTE, NC 28277 | Advisory (Plan) | $9,523 |
Filed as: FIDELITY ASSET MANAGEMENT SERVICES Service code 27 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,568 | $94,833-73.0% | $75,696-66.2% | $86,799-70.5% |
| Participation rate | 89.7% | 79.1%+10.6pp | 74.8%+14.9pp | 72.3%+17.4pp |
| Annual return | 12.69% | 16.91%-4.2pp | 104.53%-91.8pp | 97.91%-85.2pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,743-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,044 | $3,632-43.7% | $3,821-46.5% | $4,131-50.5% |
| Admin fee / account holder | $139 | $109+28.2% | $3,619-96.2% | $170-17.8% |