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 | $67,043 |
CONNER & WINTERS4+ years Service code 29 · EIN 73-1388566 | Legal | $39,150 |
THE SEGAL COMPANY2 years Filed as: SEGAL ADVISORS Service code 27 | Advisory (Plan) | $25,000 |
ZENITH AMERICAN SOLUTIONS4+ years Service code 14 · EIN 52-1590516 | Plan Administrator | $23,712 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,047 | $104,281-94.2% | $140,016-95.7% | $68,904-91.2% |
| Participation rate | 94.7% | 89.1%+5.6pp | 87.5%+7.3pp | 74.1%+20.6pp |
| Annual return | -2.58% | -1.33%-1.3pp | 651.12%-653.7pp | 1.07%-3.7pp |
| Employer contribution / active EE | $796 | $4,070-80.4% | $5,606-85.8% | $2,540-68.7% |
| Participant deferral / active EE | $0 | $6,129-100.0% | $6,927-100.0% | $4,015-100.0% |
| Admin fee / account holder | $29 | $79-62.8% | $10,705-99.7% | $71-58.9% |