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 3-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 | $11,861 |
HEARD MCELROY & VESTAL, LLC1+ years Filed as: HEARD, MCELORY, & VESTAL Service code 15 333 TEXAS STREET · SHREVEPORT, LA 71101 | Recordkeeping | $322 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,997 | $64,871-96.9% | $129,110-98.5% | $66,914-97.0% |
| Participation rate | 82.6% | 74.0%+8.6pp | 77.3%+5.3pp | 69.8%+12.8pp |
| Annual return | 0.00% | -12.21%+12.2pp | -10.94%+10.9pp | 1.58%-1.6pp |
| Employer contribution / active EE | $0 | $3,741-100.0% | $5,052-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,569 | $5,090-49.5% | $6,542-60.7% | $4,237-39.4% |
| Admin fee / account holder | $11 | $629-98.2% | $14,302-99.9% | $593-98.1% |