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 RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $97,792 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $27,083 |
NEEDLES & ASSOCIATES, LLC10+ years Service code 10 · EIN 51-0435869 | Accounting | $25,091 |
ZENITH AMERICAN SOLUTIONS10+ years Service code 14 · EIN 52-1590516 | Plan Administrator | $24,439 |
Filed as: ROBEIN, URANN, SPENCER, ET AL. Service code 29 · EIN 77-0999672 | Legal | $15,010 |
Employer 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,555 | $241,101-94.0% | $103,333-85.9% | $199,593-92.7% |
| Participation rate | 74.4% | 78.3%-3.9pp | 74.5%-0.1pp | 72.0%+2.4pp |
| Annual return | 11.36% | 17.80%-6.4pp | 24.88%-13.5pp | 34.25%-22.9pp |
| Employer contribution / active EE | $890 | $4,244-79.0% | $3,868-77.0% | $3,034-70.7% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $138 | $288-51.9% | $8,355-98.3% | $269-48.6% |