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: LEVEL FOUR ADVISORY SERVCIES Service code 26 · EIN 11-3738689 12400 COIT ROAD · DALLAS, TX 75251 | Advisory (Participants) | $10,457 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,372 |
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 | $31,984 | $64,707-50.6% | $112,228-71.5% | $68,494-53.3% |
| Participation rate | 77.6% | 67.2%+10.5pp | 75.1%+2.6pp | 67.9%+9.7pp |
| Annual return | -16.43% | -11.40%-5.0pp | 27.45%-43.9pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,464 | $2,746-46.7% | $3,635-59.7% | $2,596-43.6% |
| Participant deferral / active EE | $2,673 | $3,565-25.0% | $4,728-43.5% | $4,027-33.6% |
| Admin fee / account holder | $347 | $5,232-93.4% | $6,410-94.6% | $5,403-93.6% |