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 |
|---|---|---|
MARTEL WEALTH ADVISORS1+ years Filed as: MARTEL DOROW, INC. Service code 27 500 MARKET STREET UNIT 1-B · PORTSMOUTH, NH 03801 | Advisory (Plan) | $96,587 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVC Service code 37 · EIN 15-3008106 601 CONGRESS STREET · BOSTON, MA 02210 | Loan Processing | $30,267 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,813 | $55,182-64.1% | $73,307-73.0% | $55,191-64.1% |
| Participation rate | 62.4% | 73.9%-11.6pp | 74.9%-12.5pp | 69.2%-6.8pp |
| Annual return | -0.71% | 8.55%-9.3pp | 5.67%-6.4pp | 10.78%-11.5pp |
| Employer contribution / active EE | $483 | $1,935-75.1% | $3,237-85.1% | $1,899-74.6% |
| Participant deferral / active EE | $3,152 | $4,641-32.1% | $4,991-36.9% | $3,046+3.5% |
| Admin fee / account holder | $199 | $68+190.3% | $5,637-96.5% | $91+119.0% |