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 |
|---|---|---|
ASSUREDPARTNERS CAPITAL INC2 years Filed as: ASSUREDPARTNERS INVESTMENT ADV Service code 26 · EIN 45-2712335 4600 W CYPRESS ST STE 405 · TAMPA, FL 33607 | Advisory (Participants) | $38,612 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VANTAGEN, LLC Service code 12 2599 WILMINGTON ROAD · NEW CASTLE, PA 16105 | Claims processing | $7,335 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $928 |
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 | $57,193 | $79,171-27.8% | $102,423-44.2% | $74,495-23.2% |
| Participation rate | 90.3% | 74.8%+15.5pp | 76.5%+13.8pp | 67.2%+23.1pp |
| Annual return | 15.29% | 54.93%-39.6pp | 29.32%-14.0pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $1,799 | $2,362-23.9% | $3,023-40.5% | $2,623-31.4% |
| Participant deferral / active EE | $4,799 | $4,415+8.7% | $5,053-5.0% | $4,346+10.4% |
| Admin fee / account holder | $320 | $2,001-84.0% | $9,451-96.6% | $1,942-83.5% |