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 |
|---|---|---|
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST NATIONAL ASSOC. Service code 26 · EIN 16-1486454 1100 NORTH MARKET STREET · WILMINGTON, DE 19801 | Advisory (Participants) | $34,750 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 31-4156830 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $3,817 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,906 | $76,050-17.3% | $96,544-34.8% | $71,457-12.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 15.75% | 22.81%-7.1pp | 25.84%-10.1pp | 28.85%-13.1pp |
| Employer contribution / active EE | $2,322 | $2,244+3.5% | $2,965-21.7% | $2,588-10.3% |
| Participant deferral / active EE | $3,672 | $4,215-12.9% | $4,851-24.3% | $4,289-14.4% |
| Admin fee / account holder | $385 | $2,707-85.8% | $8,252-95.3% | $1,587-75.8% |