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 | $141,737 |
MAYER HOFFMAN MCCANN P.C.8+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $28,000 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $7,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $280,364 | $82,202+241.1% | $125,339+123.7% | $64,808+332.6% |
| Participation rate | 91.2% | 77.9%+13.4pp | 82.4%+8.9pp | 71.5%+19.8pp |
| Annual return | -17.39% | 3.48%-20.9pp | 572.05%-589.4pp | 32.82%-50.2pp |
| Employer contribution / active EE | $9,779 | $3,615+170.5% | $4,814+103.2% | $2,506+290.3% |
| Participant deferral / active EE | $11,954 | $7,175+66.6% | $7,446+60.5% | $4,310+177.3% |
| Admin fee / account holder | $323 | $163+98.1% | $10,010-96.8% | $188+72.2% |