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 | $72,717 |
WITHUMSMITH+BROWN, PC3 years Filed as: WITHUMSMITH + BROWN, PC Service code 10 · EIN 22-2027092 | Accounting | $21,840 |
CAPFINANCIAL PARTNERS LLC9+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 4208 SIX FORKS RD. · RALEIGH, NC 27609 | Advisory (Plan) | $20,297 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $574,280 | $51,045+1025.1% | $70,515+714.4% | $71,457+703.7% |
| Participation rate | 100.0% | 59.4%+40.6pp | 68.3%+31.7pp | 67.9%+32.1pp |
| Annual return | 15.63% | 42.63%-27.0pp | 32.77%-17.1pp | 28.85%-13.2pp |
| Employer contribution / active EE | $19,863 | $1,790+1009.5% | $2,973+568.0% | $2,588+667.6% |
| Participant deferral / active EE | $15,566 | $3,026+414.3% | $4,567+240.8% | $4,289+262.9% |
| Admin fee / account holder | $577 | $1,994-71.0% | $6,412-91.0% | $1,587-63.6% |