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 SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $226,946 |
CAPFINANCIAL PARTNERS LLC8+ years Filed as: CAPTRUST FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $168,100 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 27 20 WILLIAM STREET · WELLESLEY, MA 02481 | Advisory (Plan) | $49,544 |
PRICEWATERHOUSECOOPERS LLP9+ years Service code 10 · EIN 13-4008324 | Accounting | $49,057 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $318,756 | $107,459+196.6% | $135,903+134.5% | $80,160+297.7% |
| Participation rate | 99.4% | 78.0%+21.3pp | 81.9%+17.5pp | 72.9%+26.4pp |
| Annual return | 16.98% | 91.91%-74.9pp | 68.23%-51.3pp | 40.38%-23.4pp |
| Employer contribution / active EE | $11,113 | $3,877+186.6% | $4,856+128.9% | $2,978+273.2% |
| Participant deferral / active EE | $17,252 | $8,195+110.5% | $7,758+122.4% | $5,017+243.9% |
| Admin fee / account holder | $143 | $127+12.3% | $10,762-98.7% | $145-1.6% |