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 SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $19,435 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $12,404 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $5,565 |
TIMESCALE FINANCIAL INC3 years Filed as: TIMESCALE FINANCIAL, INC. Service code 27 · EIN 47-3835496 | Advisory (Plan) | $5,291 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,857 | $91,407-29.0% | $135,903-52.3% | $71,457-9.2% |
| Participation rate | 67.9% | 75.7%-7.7pp | 81.9%-14.0pp | 67.9%0pp |
| Annual return | 25.18% | 29.90%-4.7pp | 68.23%-43.1pp | 28.85%-3.7pp |
| Employer contribution / active EE | $807 | $3,703-78.2% | $4,856-83.4% | $2,588-68.8% |
| Participant deferral / active EE | $7,039 | $7,092-0.8% | $7,758-9.3% | $4,289+64.1% |
| Admin fee / account holder | $265 | $1,266-79.0% | $10,762-97.5% | $1,587-83.3% |