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 7-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 RETIREMENT PLAN SERVIC Service code 64 · EIN 01-0233346 | Recordkeeping Fees | $97,528 |
SENTINEL PENSION LLC1 year Filed as: SENTINEL PENSION Service code 14 · EIN 72-0999988 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Plan Administrator | $12,500 |
ARMANINO LLP2 years Filed as: ARMANINO, LLP Service code 99 · EIN 94-6214841 | Other Fees | $12,075 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,007 | $53,136-13.4% | $155,509-70.4% | $199,593-76.9% |
| Participation rate | 47.0% | 64.1%-17.1pp | 78.2%-31.2pp | 72.0%-25.0pp |
| Annual return | 14.54% | 41.15%-26.6pp | 64.67%-50.1pp | 34.25%-19.7pp |
| Employer contribution / active EE | $407 | $1,851-78.0% | $4,672-91.3% | $3,034-86.6% |
| Participant deferral / active EE | $1,715 | $3,161-45.7% | $5,626-69.5% | $5,087-66.3% |
| Admin fee / account holder | $166 | $185-10.6% | $15,912-99.0% | $269-38.3% |