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 TRUSTEES9+ years Service code 14 · EIN 36-1033970 | Plan Administrator | $719,674 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $438,605 |
THE SEGAL COMPANY2 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.
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 | $256,814 | $63,356+305.4% | $103,333+148.5% | $106,382+141.4% |
| Participation rate | 49.3% | 84.3%-34.9pp | 74.5%-25.2pp | 69.9%-20.5pp |
| Annual return | 13.48% | 14.77%-1.3pp | 24.88%-11.4pp | 17.37%-3.9pp |
| Employer contribution / active EE | $5,370 | $4,310+24.6% | $3,868+38.8% | $3,364+59.6% |
| Participant deferral / active EE | $0 | $3,479-100.0% | $5,057-100.0% | $5,569-100.0% |
| Admin fee / account holder | $92 | $110-16.4% | $8,355-98.9% | $79+16.3% |