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 | $1,223 |
Filed as: LAPIER, DILLON AND ASSOCIATES, P.C. Service code 10 · EIN 32-0048525 | Accounting | $0 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $74,796 | $65,409+14.4% | $98,442-24.0% | $85,850-12.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 12.21% | 21.76%-9.5pp | 1492.73%-1480.5pp | 318.53%-306.3pp |
| Employer contribution / active EE | $9,290 | $2,168+328.6% | $2,960+213.9% | $2,565+262.2% |
| Participant deferral / active EE | $387 | $3,166-87.8% | $4,276-91.0% | $3,952-90.2% |
| Admin fee / account holder | $488 | $4,593-89.4% | $5,949-91.8% | $6,260-92.2% |