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 Service code 15 197 CLARENDON STREET · BOSTON, MA 02116 | Recordkeeping | $53,043 |
UMR10+ years Service code 13 · EIN 39-1995276 333 WEST VINE STREET · LEXINGTON, KY 40507 | Contract Administrator | $17,000 |
STANDARD VALUATIONS7 years Filed as: STANDARD VALUATIONS INC Service code 27 · EIN 41-1327229 790 CLEVELAND AVE SOUTH · ST PAUL, MN 55116 | Advisory (Plan) | $12,467 |
ASCENSUS LLC3 years Filed as: LEDBETTER PARTNERS LLC Service code 29 · EIN 03-0599899 5078 WOOSTER RD, STE 400 · CINCINNATI, OH 45226 | Legal | $12,114 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,147 | $95,880-66.5% | $107,525-70.1% | $85,563-62.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 75.1%+24.9pp | 66.0%+34.0pp |
| Annual return | 11.23% | 68.06%-56.8pp | 181.32%-170.1pp | 31.51%-20.3pp |
| Employer contribution / active EE | $5,853 | $3,812+53.5% | $3,754+55.9% | $2,654+120.6% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $256 | $1,025-75.0% | $8,919-97.1% | $834-69.3% |