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: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $36,288 |
Filed as: WEALTH PLAN INVESTMENT MGT,LLC Service code 26 · EIN 85-4122522 | Advisory (Participants) | $21,160 |
Service code 26 · EIN 82-5466057 | Advisory (Participants) | $21,159 |
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).
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 | $150,492 | $77,899+93.2% | $149,673+0.5% | $75,163+100.2% |
| Participation rate | 90.2% | 65.6%+24.6pp | 78.8%+11.5pp | 67.2%+23.0pp |
| Annual return | 15.27% | 31.72%-16.4pp | 134.42%-119.1pp | 160.62%-145.3pp |
| Employer contribution / active EE | $9,046 | $3,137+188.3% | $4,818+87.8% | $2,670+238.8% |
| Participant deferral / active EE | $5,480 | $3,411+60.6% | $5,680-3.5% | $4,125+32.8% |
| Admin fee / account holder | $620 | $5,956-89.6% | $13,210-95.3% | $5,651-89.0% |