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 | $50,542 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $10,625 |
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 | $146,986 | $122,239+20.2% | $184,203-20.2% | $74,495+97.3% |
| Participation rate | 89.3% | 85.5%+3.8pp | 86.8%+2.5pp | 67.2%+22.1pp |
| Annual return | 13.04% | 19.95%-6.9pp | 28.81%-15.8pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $1,331 | $4,537-70.7% | $6,427-79.3% | $2,623-49.3% |
| Participant deferral / active EE | $9,195 | $7,139+28.8% | $9,131+0.7% | $4,346+111.6% |
| Admin fee / account holder | $387 | $1,260-69.3% | $13,901-97.2% | $1,942-80.1% |