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 14 · EIN 04-1414660 | Plan Administrator | $160,747 |
REHN & ASSOCIATES10+ years Service code 13 · EIN 91-1008626 | Contract Administrator | $82,719 |
VERUS10+ years Service code 17 · EIN 91-1320111 | Pension Consulting | $69,333 |
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 41-0746749 | Accounting | $51,237 |
TURNER, STOEVE & GAGLIARDI, P.S.10+ years Service code 29 · EIN 91-1282506 | Legal | $33,015 |
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 | $162,411 | $86,936+86.8% | $103,333+57.2% | $99,062+63.9% |
| Participation rate | 43.8% | 81.7%-37.8pp | 74.5%-30.7pp | 71.6%-27.8pp |
| Annual return | 14.73% | 14.99%-0.3pp | 24.88%-10.1pp | 17.66%-2.9pp |
| Employer contribution / active EE | $4,709 | $3,925+20.0% | $3,868+21.7% | $3,262+44.4% |
| Participant deferral / active EE | $0 | $3,825-100.0% | $5,057-100.0% | $5,331-100.0% |
| Admin fee / account holder | $157 | $140+12.0% | $8,355-98.1% | $109+44.2% |