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 9-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 18 · EIN 01-0233346 | Investment management fees paid direc... | $131,552 |
Service code 29 · EIN 43-1174269 | Legal | $47,555 |
Service code 13 · EIN 41-0956522 | Contract Administrator | $41,131 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $39,750 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 23 · EIN 46-0619194 | Direct payment from the plan; Insuran... | $28,306 |
RUBINBROWN LLP8+ years Service code 10 · EIN 43-0765316 | Accounting | $23,200 |
Filed as: CONSTRUCTION BENEFITS AUDIT CORPORA Service code 50 · EIN 43-1244218 | Direct Payment | $18,880 |
THE SEGAL COMPANY8+ years Service code 17 · EIN 13-1975125 | Pension Consulting | $11,413 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,161 | $92,971+50.8% | $96,683+45.0% | $74,419+88.3% |
| Participation rate | 25.2% | 71.5%-46.4pp | 74.3%-49.2pp | 70.7%-45.6pp |
| Annual return | -9.11% | 37.49%-46.6pp | 35.69%-44.8pp | 34.38%-43.5pp |
| Employer contribution / active EE | $13,615 | $3,426+297.4% | $3,737+264.3% | $2,637+416.2% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $243 | $633-61.7% | $6,730-96.4% | $348-30.3% |