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 |
|---|---|---|
THE SEGAL COMPANY6 years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $25,000 |
CONNER & WINTERS8+ years Service code 29 · EIN 73-1388566 | Legal | $23,202 |
ZENITH AMERICAN SOLUTIONS8+ years Service code 14 · EIN 52-1590516 | Plan Administrator | $22,400 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $11,397 |
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 | $7,311 | $95,918-92.4% | $151,611-95.2% | $77,904-90.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.5%+12.5pp | 73.7%+26.3pp |
| Annual return | -11.74% | -5.50%-6.2pp | 3.33%-15.1pp | 12.21%-23.9pp |
| Employer contribution / active EE | $1,145 | $4,330-73.6% | $6,166-81.4% | $2,848-59.8% |
| Participant deferral / active EE | $0 | $7,508-100.0% | $8,363-100.0% | $4,806-100.0% |
| Admin fee / account holder | $13 | $93-85.8% | $11,616-99.9% | $133-90.0% |