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 |
|---|---|---|
NICHOLAS LAPIER CPA PC2 years Service code 10 · EIN 32-0048525 | Accounting | $9,936 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,379 |
Participant 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,225 | $60,124+1.8% | $90,404-32.3% | $79,858-23.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 12.48% | 71.94%-59.5pp | 1293.02%-1280.5pp | 31.71%-19.2pp |
| Employer contribution / active EE | $10,656 | $2,068+415.3% | $3,262+226.7% | $2,471+331.3% |
| Participant deferral / active EE | $398 | $2,938-86.5% | $3,963-90.0% | $3,740-89.4% |
| Admin fee / account holder | $455 | $3,976-88.5% | $5,611-91.9% | $5,306-91.4% |