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 TRUSTEES5+ years Service code 14 · EIN 36-1033970 | Plan Administrator | $699,350 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $449,290 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES Service code 22 · EIN 46-0619194 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,501 | $52,155+278.7% | $101,248+95.1% | $106,222+85.9% |
| Participation rate | 65.2% | 81.2%-16.0pp | 75.8%-10.6pp | 70.8%-5.6pp |
| Annual return | 5.12% | 13.07%-8.0pp | 46.47%-41.4pp | 21.69%-16.6pp |
| Employer contribution / active EE | $5,611 | $3,414+64.4% | $3,660+53.3% | $2,723+106.0% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $4,370-100.0% | $4,600-100.0% |
| Admin fee / account holder | $92 | $102-9.6% | $5,945-98.5% | $78+17.2% |