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 13 · EIN 01-0233346 | Contract Administrator | $28,749 |
Filed as: HENDERSON BROTHERS FIN PARTNERS LLC Service code 27 920 FORT DUQUESNE BLVD · PITTSBURGH, PA 15222 | Advisory (Plan) | $18,889 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $6,110 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,940 | $49,915-48.0% | $154,803-83.2% | $74,304-65.1% |
| Participation rate | 94.5% | 54.0%+40.5pp | 78.1%+16.4pp | 60.3%+34.1pp |
| Annual return | 16.23% | 34.06%-17.8pp | 58.88%-42.7pp | 29.43%-13.2pp |
| Employer contribution / active EE | $1,212 | $1,611-24.8% | $4,305-71.8% | $2,241-45.9% |
| Participant deferral / active EE | $1,952 | $2,255-13.4% | $5,540-64.8% | $3,767-48.2% |
| Admin fee / account holder | $195 | $2,189-91.1% | $14,329-98.6% | $2,969-93.4% |