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 |
|---|---|---|
Service code 27 · EIN 81-0635433 | Advisory (Plan) | $20,000 |
BLUM SHAPIRO6+ years Filed as: BLUM, SHAPIRO & COMPANY, PC Service code 49 · EIN 06-1009205 | Other Services | $10,600 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $7,184 |
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 | $209,213 | $91,552+128.5% | $133,956+56.2% | $79,858+162.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 9.06% | 61.85%-52.8pp | 45.09%-36.0pp | 31.71%-22.7pp |
| Employer contribution / active EE | $8,260 | $2,384+246.5% | $3,919+110.8% | $2,471+234.3% |
| Participant deferral / active EE | $10,885 | $3,733+191.6% | $5,048+115.7% | $3,740+191.0% |
| Admin fee / account holder | $307 | $6,321-95.1% | $8,927-96.6% | $5,306-94.2% |