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 | $21,096 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,388 |
HUNTINGTON NATIONAL BANK1 year Filed as: THE HUNTINGTON NATIONAL BANK Service code 27 8401 PENDLETON PIKE · INDIANAPOLIS, IN 46226 | Advisory (Plan) | $12,186 |
Employer 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 reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,538 | $86,897-62.6% | $151,611-78.5% | $64,808-49.8% |
| Participation rate | 92.8% | 87.3%+5.5pp | 87.5%+5.3pp | 71.5%+21.3pp |
| Annual return | -15.31% | -3.57%-11.7pp | 3.33%-18.6pp | 32.82%-48.1pp |
| Employer contribution / active EE | $1,528 | $4,010-61.9% | $6,166-75.2% | $2,506-39.0% |
| Participant deferral / active EE | $6,764 | $6,690+1.1% | $8,363-19.1% | $4,310+56.9% |
| Admin fee / account holder | $201 | $153+31.7% | $11,616-98.3% | $188+7.3% |