See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $356,894 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISOR Service code 27 · EIN 13-2646110 | Advisory (Plan) | $41,167 |
ZENITH AMERICAN SOLUTIONS6 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 12 · EIN 39-2348134 | Direct payment from the plan; Claims ... | $20,790 |
NEEDLES & ASSOCIATES, LLC8+ years Service code 10 · EIN 51-0435869 | Accounting | $8,530 |
THE SEGAL COMPANY6 years Service code 11 · EIN 94-1503999 | Actuarial | $6,000 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $27,512 | $76,774-64.2% | $112,228-75.5% | $77,904-64.7% |
| Participation rate | 29.4% | 80.2%-50.7pp | 75.1%-45.6pp | 73.7%-44.2pp |
| Annual return | -14.88% | -10.25%-4.6pp | 27.45%-42.3pp | 12.21%-27.1pp |
| Employer contribution / active EE | $513 | $3,977-87.1% | $3,635-85.9% | $2,848-82.0% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $324 | $239+35.7% | $6,410-94.9% | $133+144.5% |