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 RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $20,879 |
SMITH & HOWARD, PC1 year Filed as: SMITH BROTHERS FINANCIAL LLC Service code 27 68 NATIONAL DRIVE · GLASTONBURY, CT 06033 | Advisory (Plan) | $20,127 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,639 | $80,968-22.6% | $96,544-35.1% | $75,163-16.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 12.24% | 27.06%-14.8pp | 25.84%-13.6pp | 160.62%-148.4pp |
| Employer contribution / active EE | $1,844 | $2,282-19.2% | $2,965-37.8% | $2,670-30.9% |
| Participant deferral / active EE | $5,248 | $3,928+33.6% | $4,851+8.2% | $4,125+27.2% |
| Admin fee / account holder | $318 | $6,724-95.3% | $8,252-96.1% | $5,651-94.4% |