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 | $92,361 |
Service code 15 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Recordkeeping | $54,200 |
CARON & BLETZER, PLLC8 years Service code 10 · EIN 04-3499945 | Accounting | $15,830 |
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 | $167,228 | $100,227+66.8% | $169,993-1.6% | $74,419+124.7% |
| Participation rate | 98.2% | 87.3%+10.9pp | 87.0%+11.2pp | 70.7%+27.5pp |
| Annual return | 17.75% | 66.08%-48.3pp | 53.37%-35.6pp | 34.38%-16.6pp |
| Employer contribution / active EE | $7,832 | $4,263+83.7% | $6,785+15.4% | $2,637+197.0% |
| Participant deferral / active EE | $13,714 | $7,143+92.0% | $10,408+31.8% | $4,528+202.9% |
| Admin fee / account holder | $315 | $234+34.4% | $12,815-97.5% | $348-9.4% |