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 |
|---|---|---|
ELECTRICAL INSURANCE TRUSTEES10+ years Service code 14 · EIN 36-1033970 | Plan Administrator | $725,187 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $441,890 |
Filed as: STATE STREET GLOBAL ADVISOR TRUST Service code 28 · EIN 81-4017137 | Investment Management | $37,419 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE Service code 22 · EIN 46-0619194 | Insurance Broker | $0 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $274,249 | $140,769+94.8% | $107,525+155.1% | $140,769+94.8% |
| Participation rate | 46.9% | 74.2%-27.3pp | 75.1%-28.2pp | 74.2%-27.3pp |
| Annual return | 12.52% | 16.82%-4.3pp | 181.32%-168.8pp | 16.82%-4.3pp |
| Employer contribution / active EE | $5,364 | $3,906+37.3% | $3,754+42.9% | $3,906+37.3% |
| Participant deferral / active EE | $0 | $6,717-100.0% | $5,116-100.0% | $6,717-100.0% |
| Admin fee / account holder | $95 | $229-58.4% | $8,919-98.9% | $229-58.4% |