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 RETIREMENT PLAN SVC Service code 15 · EIN 01-0233346 | Recordkeeping | $103,520 |
THE SEGAL COMPANY9+ years Service code 17 · EIN 94-1503999 | Pension Consulting | $48,373 |
VERUS1 year Filed as: VERUS ADVISORY, INC Service code 27 · EIN 91-1320111 | Advisory (Plan) | $40,000 |
COMPUSYS OF UTAH, INC.9+ years Filed as: COMPUSYS OF UTAH Service code 14 · EIN 84-0869853 | Plan Administrator | $24,078 |
SSA P.C.9+ years Service code 10 · EIN 84-0676265 | Accounting | $21,500 |
KELLEY LAW GROUP1 year Service code 29 3800 N CENTRAL AVE STE 530 · PHOENIX, AZ 85012 | Legal | $9,430 |
US BANK9+ years Service code 21 · EIN 31-0841368 | Bank Trustee | $7,260 |
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 | $20,691 | $112,686-81.6% | $169,993-87.8% | $80,160-74.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 87.0%+13.0pp | 72.9%+27.1pp |
| Annual return | 12.81% | 67.04%-54.2pp | 53.37%-40.6pp | 40.38%-27.6pp |
| Employer contribution / active EE | $1,692 | $4,481-62.2% | $6,785-75.1% | $2,978-43.2% |
| Participant deferral / active EE | $0 | $7,876-100.0% | $10,408-100.0% | $5,017-100.0% |
| Admin fee / account holder | $149 | $99+50.7% | $12,815-98.8% | $145+3.0% |