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 Service code 15 · EIN 01-0233346 | Recordkeeping | $60,566 |
Service code 27 · EIN 81-0635433 | Advisory (Plan) | $20,000 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $12,600 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,461 | $81,900+199.7% | $119,609+105.2% | $68,494+258.4% |
| Participation rate | 77.8% | 71.9%+5.9pp | 79.3%-1.5pp | 67.9%+9.9pp |
| Annual return | -15.32% | -23.82%+8.5pp | -14.97%-0.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $8,166 | $2,693+203.2% | $4,232+93.0% | $2,596+214.5% |
| Participant deferral / active EE | $10,428 | $4,148+151.4% | $5,602+86.1% | $4,027+158.9% |
| Admin fee / account holder | $1,109 | $6,582-83.1% | $10,323-89.3% | $5,403-79.5% |