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 RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $92,014 |
BENESYS, INC.2+ years Service code 38 700 TOWER DRIVE · TROY, MI 48098 | Participant Communication | $33,742 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ADVISORS, INC. Service code 26 P.O. BOX 4142 · NEW YORK, NY 102614142 | Advisory (Participants) | $33,742 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,125 | $221,442-91.4% | $92,233-79.3% | $77,958-75.5% |
| Participation rate | 62.7% | 79.6%-16.9pp | 76.5%-13.7pp | 71.6%-8.9pp |
| Annual return | 7.98% | 15.65%-7.7pp | 176.28%-168.3pp | 20.87%-12.9pp |
| Employer contribution / active EE | $1,133 | $3,226-64.9% | $3,679-69.2% | $2,310-50.9% |
| Participant deferral / active EE | $38 | $2,779-98.6% | $3,897-99.0% | $3,537-98.9% |
| Admin fee / account holder | $86 | $210-59.0% | $5,194-98.3% | $97-11.7% |