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 | $34,826 |
ARVEST ASSET MANAGEMENT3 years Filed as: ARVEST WEALTH MANAGEMENT Service code 12 PO BOX 1515 · LOWELL, AR 72745 | Finders' fees / placement fees; Inves... | $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 | $29,339 | $37,884-22.6% | $79,464-63.1% | $75,289-61.0% |
| Participation rate | 50.4% | 65.0%-14.6pp | 73.3%-22.9pp | 72.4%-22.0pp |
| Annual return | -5.74% | 1.06%-6.8pp | 718.14%-723.9pp | -0.04%-5.7pp |
| Employer contribution / active EE | $921 | $1,680-45.2% | $2,800-67.1% | $2,405-61.7% |
| Participant deferral / active EE | $1,175 | $2,569-54.3% | $3,704-68.3% | $3,739-68.6% |
| Admin fee / account holder | $31 | $77-60.1% | $5,113-99.4% | $102-70.2% |