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: LAPIER, DILLON AND ASSOCIATES, P.C. Service code 10 · EIN 32-0048525 | Accounting | $6,800 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,487 |
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 | $66,657 | $54,350+22.6% | $82,719-19.4% | $68,494-2.7% |
| Participation rate | 97.1% | 63.9%+33.2pp | 72.6%+24.6pp | 67.9%+29.3pp |
| Annual return | -12.06% | -13.67%+1.6pp | 701.18%-713.2pp | -7.84%-4.2pp |
| Employer contribution / active EE | $10,958 | $2,218+394.0% | $3,009+264.2% | $2,596+322.1% |
| Participant deferral / active EE | $395 | $3,246-87.8% | $4,395-91.0% | $4,027-90.2% |
| Admin fee / account holder | $1,136 | $4,395-74.2% | $5,329-78.7% | $5,403-79.0% |