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 |
|---|---|---|
DEMPSEY LORD SMITH LLC3 years Filed as: DEMPSEY LORD SMITH, LLC Service code 26 · EIN 20-4853289 | Advisory (Participants) | $8,420 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $1,592 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,531 | $88,515-89.2% | $162,163-94.1% | $67,579-85.9% |
| Participation rate | 58.7% | 86.8%-28.1pp | 87.6%-28.8pp | 71.3%-12.5pp |
| Annual return | 63.79% | 27.04%+36.7pp | 115.59%-51.8pp | 378.56%-314.8pp |
| Employer contribution / active EE | $0 | $3,563-100.0% | $5,614-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,317 | $5,724-59.5% | $7,298-68.3% | $3,539-34.5% |
| Admin fee / account holder | $112 | $124-9.2% | $10,843-99.0% | $142-21.1% |