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 | $43,083 |
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUM, SMITH & BROWN Service code 10 · EIN 22-2027092 | Accounting | $9,372 |
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 | $123,226 | $130,194-5.4% | $169,993-27.5% | $71,457+72.4% |
| Participation rate | 89.7% | 86.1%+3.6pp | 87.0%+2.7pp | 67.9%+21.8pp |
| Annual return | 17.37% | 20.37%-3.0pp | 53.37%-36.0pp | 28.85%-11.5pp |
| Employer contribution / active EE | $1,298 | $4,381-70.4% | $6,785-80.9% | $2,588-49.8% |
| Participant deferral / active EE | $8,253 | $6,923+19.2% | $10,408-20.7% | $4,289+92.4% |
| Admin fee / account holder | $307 | $966-68.2% | $12,815-97.6% | $1,587-80.7% |