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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $99,740 |
PENSION ASSURANCE LLP1 year Filed as: PENSION CONSULTANTS, INC.P Service code 27 300 SOUTH CAMPBELL AVENUE · SPRINGFIELD, MO 65806 | Advisory (Plan) | $43,125 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,461 | $95,388-72.3% | $125,339-78.9% | $77,904-66.0% |
| Participation rate | 93.3% | 78.6%+14.7pp | 82.4%+11.0pp | 73.7%+19.7pp |
| Annual return | -14.13% | 116.19%-130.3pp | 572.05%-586.2pp | 12.21%-26.3pp |
| Employer contribution / active EE | $2,542 | $3,666-30.7% | $4,814-47.2% | $2,848-10.7% |
| Participant deferral / active EE | $2,485 | $7,711-67.8% | $7,446-66.6% | $4,806-48.3% |
| Admin fee / account holder | $112 | $119-5.5% | $10,010-98.9% | $133-15.3% |