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 TRUSTEES8+ years Service code 14 · EIN 36-1033970 | Plan Administrator | $706,323 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $430,498 |
THE SEGAL COMPANY1 year 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,858 | $55,730+314.2% | $96,683+138.8% | $96,393+139.5% |
| Participation rate | 50.9% | 82.8%-32.0pp | 74.3%-23.5pp | 71.3%-20.4pp |
| Annual return | 10.58% | 12.78%-2.2pp | 35.69%-25.1pp | 22.88%-12.3pp |
| Employer contribution / active EE | $5,117 | $4,014+27.5% | $3,737+36.9% | $3,238+58.0% |
| Participant deferral / active EE | $0 | $3,393-100.0% | $4,878-100.0% | $5,455-100.0% |
| Admin fee / account holder | $92 | $105-12.7% | $6,730-98.6% | $74+24.7% |