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 | $87,343 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 27 · EIN 36-4001764 | Advisory (Plan) | $30,000 |
MAYER HOFFMAN MCCANN P.C.7+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $16,500 |
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 | $354,109 | $104,317+239.5% | $159,436+122.1% | $86,799+308.0% |
| Participation rate | 94.3% | 77.7%+16.6pp | 82.8%+11.5pp | 72.3%+22.0pp |
| Annual return | 18.33% | 26.32%-8.0pp | 263.57%-245.2pp | 97.91%-79.6pp |
| Employer contribution / active EE | $9,654 | $3,451+179.8% | $4,829+99.9% | $2,405+301.4% |
| Participant deferral / active EE | $11,289 | $6,837+65.1% | $7,352+53.6% | $4,131+173.3% |
| Admin fee / account holder | $271 | $172+57.3% | $10,799-97.5% | $170+59.8% |