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 | $30,779 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 4340 REDWOOD HIGHWAY, SUITE B60 · SAN RAFAEL, CA 94903 | Consulting | $19,432 |
Service code 10 201 WEST THIRD STREET, SUITE 300 · JAMESTOWN, NY 14701 | Accounting | $10,500 |
CREIGHTON, JOHNSEN & GIROUX3 years Service code 29 1103 DELAWARE AVE · BUFFALO, NY 14209 | Legal | $1,336 |
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 | $121,622 | $130,194-6.6% | $169,993-28.5% | $71,457+70.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 5.84% | 20.37%-14.5pp | 53.37%-47.5pp | 28.85%-23.0pp |
| Employer contribution / active EE | $6,061 | $4,381+38.3% | $6,785-10.7% | $2,588+134.2% |
| Participant deferral / active EE | $0 | $6,923-100.0% | $10,408-100.0% | $4,289-100.0% |
| Admin fee / account holder | $728 | $966-24.6% | $12,815-94.3% | $1,587-54.1% |