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 16 · EIN 01-0233346 | Consulting | $285,312 |
CONNER & WINTERS10+ years Service code 29 · EIN 73-1388566 | Legal | $28,549 |
ZENITH AMERICAN SOLUTIONS10+ years Service code 14 · EIN 52-1590516 | Plan Administrator | $26,960 |
THE SEGAL COMPANY8 years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $25,000 |
Service code 10 · EIN 20-8739519 | Accounting | $7,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,014 | $122,693-92.7% | $184,203-95.1% | $199,593-95.5% |
| Participation rate | 99.7% | 86.8%+12.9pp | 86.8%+12.9pp | 72.0%+27.7pp |
| Annual return | 11.70% | 143.91%-132.2pp | 28.81%-17.1pp | 34.25%-22.5pp |
| Employer contribution / active EE | $1,522 | $4,584-66.8% | $6,427-76.3% | $3,034-49.8% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $9,131-100.0% | $5,087-100.0% |
| Admin fee / account holder | $52 | $121-56.5% | $13,901-99.6% | $269-80.5% |