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 57 · EIN 15-3008106 | Redemption fees | $12,685 |
ARVEST ASSET MANAGEMENT1 year Filed as: ARVEST WEALTH MANAGEMENT Service code 12 PO BOX 1515 · LOWELL, AR 72745 | Recordkeeping and information managem... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,357 | $34,495-26.5% | $78,689-67.8% | $63,975-60.4% |
| Participation rate | 45.8% | 60.8%-15.0pp | 73.6%-27.8pp | 71.1%-25.3pp |
| Annual return | 8.95% | 11.62%-2.7pp | 62.18%-53.2pp | 48.65%-39.7pp |
| Employer contribution / active EE | $798 | $1,398-42.9% | $2,851-72.0% | $2,182-63.4% |
| Participant deferral / active EE | $997 | $2,100-52.5% | $3,517-71.6% | $3,356-70.3% |
| Admin fee / account holder | $12 | $68-82.4% | $4,510-99.7% | $70-83.0% |