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 | $43,309 |
FIRETHORN WEALTH PARTNERS2 years Service code 26 · EIN 82-5466057 | Advisory (Participants) | $25,427 |
Filed as: WEALTH PLAN INVESTMENT MGT,LLC Service code 26 · EIN 85-4122522 | Advisory (Participants) | $25,427 |
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 | $169,286 | $81,248+108.4% | $155,509+8.9% | $80,856+109.4% |
| Participation rate | 96.5% | 66.2%+30.2pp | 78.2%+18.3pp | 67.6%+28.8pp |
| Annual return | 11.58% | 33.31%-21.7pp | 64.67%-53.1pp | 35.59%-24.0pp |
| Employer contribution / active EE | $7,813 | $3,100+152.0% | $4,672+67.2% | $2,755+183.6% |
| Participant deferral / active EE | $6,081 | $3,452+76.2% | $5,626+8.1% | $4,296+41.6% |
| Admin fee / account holder | $729 | $7,997-90.9% | $15,912-95.4% | $6,918-89.5% |