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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $73,433 |
Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $2,485 |
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 | $34,198 | $55,415-38.3% | $155,509-78.0% | $74,495-54.1% |
| Participation rate | 83.4% | 61.9%+21.5pp | 78.2%+5.2pp | 67.2%+16.2pp |
| Annual return | 23.22% | 268.50%-245.3pp | 64.67%-41.5pp | 1364.94%-1341.7pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,853 | $2,836+0.6% | $5,626-49.3% | $4,346-34.4% |
| Admin fee / account holder | $344 | $1,738-80.2% | $15,912-97.8% | $1,942-82.3% |