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: RAYMOND JAMES & ASSOC Service code 26 · EIN 59-1237041 | Advisory (Participants) | $33,079 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $1,026 |
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 | $184,039 | $95,416+92.9% | $185,823-1.0% | $85,850+114.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.83% | 23.59%-10.8pp | 122.05%-109.2pp | 318.53%-305.7pp |
| Employer contribution / active EE | $7,282 | $3,314+119.8% | $5,167+40.9% | $2,565+183.9% |
| Participant deferral / active EE | $5,044 | $3,423+47.3% | $5,568-9.4% | $3,952+27.6% |
| Admin fee / account holder | $822 | $7,213-88.6% | $16,237-94.9% | $6,260-86.9% |