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 | $45,307 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM, SMITH & BROWN Service code 10 · EIN 22-2027092 | Accounting | $14,840 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $102,137 | $102,553-0.4% | $151,611-32.6% | $66,914+52.6% |
| Participation rate | 91.2% | 85.5%+5.7pp | 87.5%+3.7pp | 69.8%+21.4pp |
| Annual return | -15.23% | -10.82%-4.4pp | 3.33%-18.6pp | 1.58%-16.8pp |
| Employer contribution / active EE | $990 | $4,180-76.3% | $6,166-84.0% | $2,544-61.1% |
| Participant deferral / active EE | $7,433 | $6,641+11.9% | $8,363-11.1% | $4,237+75.4% |
| Admin fee / account holder | $357 | $630-43.3% | $11,616-96.9% | $593-39.8% |