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 64 | Recordkeeping Fees | $91,442 |
Filed as: ALLIANT INSURANCE SERVICES INC. Service code 99 | Other Fees | $46,456 |
Filed as: ALLIANT RETIREMENT SERVCICES INC. Service code 99 | Other Fees | $40,552 |
MARCUM LLP1 year Service code 99 | Other Fees | $18,025 |
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 | $117,609 | $64,119+83.4% | $112,228+4.8% | $66,914+75.8% |
| Participation rate | 84.9% | 68.5%+16.5pp | 75.1%+9.9pp | 69.8%+15.1pp |
| Annual return | -13.30% | -13.81%+0.5pp | 27.45%-40.7pp | 1.58%-14.9pp |
| Employer contribution / active EE | $23,999 | $3,005+698.5% | $3,635+560.3% | $2,544+843.3% |
| Participant deferral / active EE | $3,027 | $3,693-18.0% | $4,728-36.0% | $4,237-28.6% |
| Admin fee / account holder | $666 | $625+6.5% | $6,410-89.6% | $593+12.2% |