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 | $107,931 |
FIDUCIARY INVESTMENT ADVISORS6+ years Service code 16 · EIN 20-4751585 | Consulting | $22,647 |
MAYER HOFFMAN MCCANN P.C.6+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $16,250 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 27 · EIN 36-4001764 | Advisory (Plan) | $15,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $317,529 | $100,801+215.0% | $149,696+112.1% | $73,409+332.5% |
| Participation rate | 95.2% | 77.7%+17.5pp | 82.5%+12.7pp | 72.2%+23.0pp |
| Annual return | 19.94% | 265.34%-245.4pp | 276.60%-256.7pp | 59.29%-39.4pp |
| Employer contribution / active EE | $9,437 | $3,312+185.0% | $4,644+103.2% | $2,234+322.5% |
| Participant deferral / active EE | $10,898 | $6,404+70.2% | $6,842+59.3% | $3,805+186.4% |
| Admin fee / account holder | $360 | $181+99.4% | $9,309-96.1% | $158+128.3% |