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 | $14,792 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,257 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,358 | $57,281+3.6% | $86,612-31.5% | $75,163-21.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 7.02% | 2670.75%-2663.7pp | 591.07%-584.1pp | 160.62%-153.6pp |
| Employer contribution / active EE | $9,572 | $2,314+313.6% | $3,022+216.7% | $2,670+258.5% |
| Participant deferral / active EE | $363 | $3,318-89.1% | $4,438-91.8% | $4,125-91.2% |
| Admin fee / account holder | $1,057 | $4,112-74.3% | $5,614-81.2% | $5,651-81.3% |