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 15-3008106 | Recordkeeping | $12,620 |
ARVEST ASSET MANAGEMENT2 years Filed as: ARVEST WEALTH MANAGEMENT Service code 12 PO BOX 1515 · LOWELL, AR 72745 | Sub-transfer agency fees; Recordkeepi... | $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 | $31,791 | $41,256-22.9% | $86,590-63.3% | $77,958-59.2% |
| Participation rate | 48.3% | 63.0%-14.7pp | 73.5%-25.3pp | 71.6%-23.4pp |
| Annual return | 18.60% | 17.67%+0.9pp | 964.84%-946.2pp | 20.87%-2.3pp |
| Employer contribution / active EE | $886 | $1,613-45.0% | $2,839-68.8% | $2,310-61.6% |
| Participant deferral / active EE | $1,133 | $2,332-51.4% | $3,609-68.6% | $3,537-68.0% |
| Admin fee / account holder | $12 | $71-83.1% | $4,906-99.8% | $97-87.7% |