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 9-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 |
|---|---|---|
Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $35,525 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,755 |
Filed as: JOHN HANCOCK TRUST COMPANY, LLC Service code 64 601 CONGRESS ST. · BOSTON, MA 02210 | Recordkeeping Fees | $1,170 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $435 |
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 | $86,111 | $65,376+31.7% | $87,100-1.1% | $65,185+32.1% |
| Participation rate | 98.2% | 75.3%+22.9pp | 76.9%+21.4pp | 70.2%+28.0pp |
| Annual return | 23.91% | 31.27%-7.4pp | 28.19%-4.3pp | 29.38%-5.5pp |
| Employer contribution / active EE | $2,464 | $1,822+35.2% | $2,521-2.3% | $2,177+13.2% |
| Participant deferral / active EE | $7,887 | $3,388+132.8% | $4,049+94.8% | $3,514+124.5% |
| Admin fee / account holder | $329 | $520-36.6% | $7,497-95.6% | $847-61.1% |