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 8-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 |
|---|---|---|
ARGENT INSTITUTIONAL SERVICES1+ years Service code 26 · EIN 27-2388726 | Advisory (Participants) | $2,205 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $124 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,636 | $44,989-96.4% | $170,442-99.0% | $77,958-97.9% |
| Participation rate | 49.7% | 64.6%-14.9pp | 83.6%-33.9pp | 71.6%-21.9pp |
| Annual return | 0.00% | 19.61%-19.6pp | 205.93%-205.9pp | 20.87%-20.9pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,433-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $438 | $2,208-80.2% | $4,939-91.1% | $3,537-87.6% |
| Admin fee / account holder | $35 | $69-49.9% | $13,880-99.8% | $97-64.6% |