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 RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $73,292 |
CAPFINANCIAL PARTNERS LLC8+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 4208 SIX FORKS RD. · RALEIGH, NC 27609 | Advisory (Plan) | $24,496 |
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUMSMITH + BROWN, PC Service code 10 · EIN 22-2027092 | Accounting | $20,332 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,934,527 | $63,442+31321.9% | $68,791+28878.2% | $66,914+29691.1% |
| Participation rate | 0.0% | 60.0%-60.0pp | 69.0%-69.0pp | 69.8%-69.8pp |
| Annual return | -15.19% | -8.29%-6.9pp | -6.38%-8.8pp | 1.58%-16.8pp |
| Employer contribution / active EE | $18,321 | $1,775+932.2% | $2,655+590.0% | $2,544+620.1% |
| Participant deferral / active EE | $14,098 | $2,945+378.8% | $3,941+257.7% | $4,237+232.7% |
| Admin fee / account holder | $23,624 | $577+3991.9% | $4,932+379.0% | $593+3882.1% |