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: GIRARD PARTNERS LTD Service code 26 · EIN 23-2802378 | Advisory (Participants) | $54,124 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $1,634 |
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 | $150,812 | $55,472+171.9% | $155,567-3.1% | $74,546+102.3% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 17.26% | 268.72%-251.5pp | 64.74%-47.5pp | 1366.03%-1348.8pp |
| Employer contribution / active EE | $3,678 | $2,269+62.1% | $4,674-21.3% | $2,624+40.2% |
| Participant deferral / active EE | $8,581 | $2,838+202.4% | $5,628+52.5% | $4,347+97.4% |
| Admin fee / account holder | $549 | $1,743-68.5% | $15,916-96.6% | $1,944-71.8% |