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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $52,202 |
BRICKWORK FINANCIAL PLANNING2 years Service code 26 · EIN 27-1366503 | Advisory (Participants) | $17,056 |
Filed as: HOWARD SIMON & ASSOCIATES Service code 15 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Recordkeeping | $9,247 |
Service code 26 · EIN 99-2539506 | Advisory (Participants) | $7,156 |
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 | $119,289 | $86,929+37.2% | $102,423+16.5% | $80,856+47.5% |
| Participation rate | 84.0% | 72.4%+11.7pp | 76.5%+7.6pp | 67.6%+16.4pp |
| Annual return | 32.44% | 18.88%+13.6pp | 29.32%+3.1pp | 35.59%-3.2pp |
| Employer contribution / active EE | $2,606 | $2,369+10.0% | $3,023-13.8% | $2,755-5.4% |
| Participant deferral / active EE | $8,016 | $4,118+94.6% | $5,053+58.6% | $4,296+86.6% |
| Admin fee / account holder | $669 | $8,049-91.7% | $9,451-92.9% | $6,918-90.3% |