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 8-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 | $24,036 |
IHT WEALTH MANAGEMENT LLC2 years Filed as: IHT WEALTH MANAGEMENT Service code 26 315 MADISON AVE · NEW YORK, NY 10017 | Advisory (Participants) | $23,043 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $7,681 |
MJP WEALTH ADVISORS1 year Filed as: MJP ASSOCIATES INC Service code 27 790 FARMINGTON AVENUE · FARMINGTON, CT 06032 | Advisory (Plan) | $6,240 |
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 | $19,399 | $82,202-76.4% | $125,339-84.5% | $64,808-70.1% |
| Participation rate | 79.6% | 77.9%+1.8pp | 82.4%-2.7pp | 71.5%+8.2pp |
| Annual return | -13.63% | 3.48%-17.1pp | 572.05%-585.7pp | 32.82%-46.4pp |
| Employer contribution / active EE | $1,961 | $3,615-45.8% | $4,814-59.3% | $2,506-21.7% |
| Participant deferral / active EE | $6,240 | $7,175-13.0% | $7,446-16.2% | $4,310+44.8% |
| Admin fee / account holder | $98 | $163-39.7% | $10,010-99.0% | $188-47.6% |