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 COMPANY11+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $69,327 |
WITHUMSMITH+BROWN, PC5 years Filed as: WITHUMSMITH + BROWN, PC Service code 10 · EIN 22-2027092 | Accounting | $23,920 |
CAPFINANCIAL PARTNERS LLC11+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 4208 SIX FORKS RD. · RALEIGH, NC 27609 | Advisory (Plan) | $16,142 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $739,448 | $59,097+1151.2% | $82,389+797.5% | $74,304+895.2% |
| Participation rate | 100.0% | 52.8%+47.2pp | 69.5%+30.5pp | 60.3%+39.7pp |
| Annual return | 13.21% | 22.85%-9.6pp | 28.67%-15.5pp | 29.43%-16.2pp |
| Employer contribution / active EE | $21,564 | $1,601+1247.1% | $2,517+756.7% | $2,241+862.2% |
| Participant deferral / active EE | $16,698 | $2,775+501.6% | $4,155+301.9% | $3,767+343.2% |
| Admin fee / account holder | $558 | $4,489-87.6% | $7,231-92.3% | $2,969-81.2% |