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 | $11,552 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $3,899 |
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 | $64,050 | $58,208+10.0% | $81,812-21.7% | $80,856-20.8% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 20.81% | 41.66%-20.9pp | 773.79%-753.0pp | 35.59%-14.8pp |
| Employer contribution / active EE | $10,079 | $2,340+330.7% | $2,912+246.1% | $2,755+265.9% |
| Participant deferral / active EE | $530 | $3,281-83.8% | $4,319-87.7% | $4,296-87.7% |
| Admin fee / account holder | $862 | $4,981-82.7% | $7,386-88.3% | $6,918-87.5% |