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) | $25,502 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $742 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,887 | $73,867+90.7% | $143,757-2.0% | $68,494+105.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.16% | 1.01%-15.2pp | -0.04%-14.1pp | -7.84%-6.3pp |
| Employer contribution / active EE | $7,926 | $3,184+148.9% | $4,951+60.1% | $2,596+205.3% |
| Participant deferral / active EE | $6,200 | $3,384+83.2% | $5,637+10.0% | $4,027+54.0% |
| Admin fee / account holder | $585 | $5,755-89.8% | $14,673-96.0% | $5,403-89.2% |