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 | $31,813 |
Service code 10 201 WEST THIRD STREET, SUITE 300 · JAMESTOWN, NY 14701 | Accounting | $10,000 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 4340 REDWOOD HIGHWAY, SUITE B60 · SAN RAFAEL, CA 94903 | Consulting | $7,613 |
CREIGHTON, JOHNSEN & GIROUX2 years Service code 29 1103 DELAWARE AVE · BUFFALO, NY 14209 | Legal | $2,671 |
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 | $120,820 | $102,553+17.8% | $151,611-20.3% | $66,914+80.6% |
| Participation rate | 93.5% | 85.5%+8.0pp | 87.5%+6.0pp | 69.8%+23.7pp |
| Annual return | -14.52% | -10.82%-3.7pp | 3.33%-17.9pp | 1.58%-16.1pp |
| Employer contribution / active EE | $7,182 | $4,180+71.8% | $6,166+16.5% | $2,544+182.3% |
| Participant deferral / active EE | $0 | $6,641-100.0% | $8,363-100.0% | $4,237-100.0% |
| Admin fee / account holder | $682 | $630+8.3% | $11,616-94.1% | $593+15.0% |