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 SERVICES3+ years Service code 26 · EIN 27-2388726 | Advisory (Participants) | $14,375 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $3,073 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $3,247 | $62,928-94.8% | $172,739-98.1% | $67,579-95.2% |
| Participation rate | 67.4% | 64.5%+2.9pp | 82.6%-15.3pp | 71.3%-3.9pp |
| Annual return | 24.72% | 30.36%-5.6pp | 802.84%-778.1pp | 378.56%-353.8pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,133 | $2,145-47.2% | $5,198-78.2% | $3,539-68.0% |
| Admin fee / account holder | $37 | $167-77.8% | $13,954-99.7% | $142-74.0% |