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 LIFE INSRUANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $448 |
BURLEIGH CONSULTING GROUP2+ years Service code 99 · EIN 62-0842964 465 JACK KRAMER DRIVE · MEMPHIS, TN 38117 | Other Fees | $0 |
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 | $93,784 | $38,969+140.7% | $109,313-14.2% | $55,167+70.0% |
| Participation rate | 97.3% | 58.2%+39.1pp | 71.3%+26.0pp | 69.0%+28.3pp |
| Annual return | 5.93% | 8.26%-2.3pp | 22.07%-16.1pp | 169.23%-163.3pp |
| Employer contribution / active EE | $2,637 | $1,227+115.0% | $3,892-32.3% | $1,963+34.4% |
| Participant deferral / active EE | $5,370 | $2,176+146.8% | $3,166+69.6% | $3,054+75.8% |
| Admin fee / account holder | $445 | $501-11.2% | $5,666-92.1% | $504-11.7% |