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 | $163,778 |
Filed as: MILLENNIUM INV. & RET. ADVISORS LLC Service code 27 13850 BALLANTYNE CORP. PL. · CHARLOTTE, NC 28277 | Advisory (Plan) | $8,686 |
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 | $20,872 | $79,124-73.6% | $60,874-65.7% | $64,808-67.8% |
| Participation rate | 95.7% | 77.7%+17.9pp | 73.1%+22.5pp | 71.5%+24.2pp |
| Annual return | -14.71% | -7.13%-7.6pp | 16.90%-31.6pp | 32.82%-47.5pp |
| Employer contribution / active EE | $0 | $3,050-100.0% | $2,701-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $2,165 | $3,725-41.9% | $3,817-43.3% | $4,310-49.8% |
| Admin fee / account holder | $176 | $106+66.1% | $3,224-94.6% | $188-6.5% |