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 SERVIC Service code 27 · EIN 01-0233346 | Advisory (Plan) | $130,131 |
NORTHWESTERN OHIO ADMINISTRATORS10+ years Service code 10 · EIN 34-1337680 | Accounting | $79,119 |
MARINER LLC2 years Filed as: MARINER INSTITUTIONAL LLC Service code 28 · EIN 26-2766689 | Investment Management | $30,000 |
ALLOTTA FARLEY CO LPA10+ years Filed as: ALLOTTA FARLEY LLP Service code 29 · EIN 34-1316963 | Legal | $21,055 |
Service code 10 · EIN 31-0800053 | Accounting | $13,750 |
Participant contribution per participant 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,754 | $95,880-66.9% | $107,525-70.5% | $85,563-62.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 75.1%+24.9pp | 66.0%+34.0pp |
| Annual return | 13.39% | 68.06%-54.7pp | 181.32%-167.9pp | 31.51%-18.1pp |
| Employer contribution / active EE | $11,465 | $3,812+200.7% | $3,754+205.5% | $2,654+332.1% |
| Participant deferral / active EE | $49 | $4,201-98.8% | $5,116-99.0% | $4,375-98.9% |
| Admin fee / account holder | $154 | $1,025-85.0% | $8,919-98.3% | $834-81.6% |