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 TRUSTEES6+ years Service code 14 · EIN 36-1033970 | Plan Administrator | $703,515 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $444,959 |
THE SEGAL COMPANY2 years 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 | $245,426 | $65,673+273.7% | $109,143+124.9% | $106,520+130.4% |
| Participation rate | 57.7% | 82.6%-24.9pp | 75.9%-18.1pp | 71.3%-13.6pp |
| Annual return | 28.76% | 15.69%+13.1pp | 25.75%+3.0pp | 19.28%+9.5pp |
| Employer contribution / active EE | $4,596 | $4,042+13.7% | $3,722+23.5% | $2,840+61.8% |
| Participant deferral / active EE | $0 | $3,449-100.0% | $4,653-100.0% | $4,948-100.0% |
| Admin fee / account holder | $95 | $107-11.6% | $6,752-98.6% | $75+27.0% |