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 15 · EIN 01-0233346 | Recordkeeping | $35,721 |
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 26 · EIN 61-1758632 | Advisory (Participants) | $23,352 |
PLAN INTEGRITY PARTNERS, LLC2 years Service code 15 · EIN 88-4096467 50 LAKESIDE AVENUE, H5 · BURLINGTON, VT 05401 | Recordkeeping | $930 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,764 | $62,327+16.7% | $120,354-39.5% | $74,495-2.3% |
| Participation rate | 79.3% | 56.8%+22.5pp | 71.9%+7.4pp | 67.2%+12.1pp |
| Annual return | 14.27% | 18.61%-4.3pp | 107.15%-92.9pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $3,463-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $5,069 | $2,893+75.2% | $4,991+1.6% | $4,346+16.7% |
| Admin fee / account holder | $300 | $2,396-87.5% | $9,423-96.8% | $1,942-84.5% |