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 | $31,173 |
Filed as: WELLTH ADVISORY SERVICES, LLC Service code 27 · EIN 99-2539506 | Advisory (Plan) | $16,152 |
BLITMAN & KING1 year Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 | Legal | $13,779 |
Service code 10 · EIN 16-1117932 201 WEST THIRD STREET, SUITE 300 · JAMESTOWN, NY 14701 | Accounting | $11,118 |
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 | $145,230 | $122,239+18.8% | $184,203-21.2% | $74,495+95.0% |
| Participation rate | 93.9% | 85.5%+8.5pp | 86.8%+7.1pp | 67.2%+26.7pp |
| Annual return | 26.28% | 19.95%+6.3pp | 28.81%-2.5pp | 1364.94%-1338.7pp |
| Employer contribution / active EE | $8,154 | $4,537+79.7% | $6,427+26.9% | $2,623+210.8% |
| Participant deferral / active EE | $0 | $7,139-100.0% | $9,131-100.0% | $4,346-100.0% |
| Admin fee / account holder | $720 | $1,260-42.8% | $13,901-94.8% | $1,942-62.9% |