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 | $112,549 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $38,000 |
NEEDLES & ASSOCIATES, LLC3+ years Service code 10 · EIN 51-0435869 | Accounting | $18,932 |
Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 12 · EIN 39-2348134 | Direct payment from the plan; Claims ... | $16,800 |
MONAGHAN & ASSOCIATES PC3+ years Service code 29 · EIN 73-1462892 | Legal | $12,782 |
THE SEGAL COMPANY1 year Service code 17 10740 NORTH GESSNER, SUITE 320 · HOUSTON, TX 77064 | Pension Consulting | $9,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 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 | $29,790 | $89,274-66.6% | $149,718-80.1% | $77,958-61.8% |
| Participation rate | 34.0% | 87.6%-53.6pp | 87.1%-53.0pp | 71.6%-37.6pp |
| Annual return | 14.61% | 20.36%-5.7pp | 1501.63%-1487.0pp | 20.87%-6.3pp |
| Employer contribution / active EE | $494 | $3,727-86.7% | $5,445-90.9% | $2,310-78.6% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,569-100.0% | $3,537-100.0% |
| Admin fee / account holder | $167 | $240-30.3% | $11,283-98.5% | $97+71.6% |