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 8-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: HURLOW WEALTH MANAGEMENT Service code 26 · EIN 36-4510648 | Advisory (Participants) | $25,492 |
Filed as: BENEFIT PLANS PLUS Service code 14 · EIN 43-1829594 | Plan Administrator | $4,180 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $2,349 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,587 | $78,485-58.5% | $106,213-69.3% | $74,495-56.3% |
| Participation rate | 87.8% | 72.8%+15.0pp | 75.3%+12.5pp | 67.2%+20.6pp |
| Annual return | 16.21% | 15.95%+0.3pp | 116.14%-99.9pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $1,857 | $2,523-26.4% | $3,171-41.5% | $2,623-29.2% |
| Participant deferral / active EE | $2,915 | $4,322-32.6% | $5,016-41.9% | $4,346-32.9% |
| Admin fee / account holder | $315 | $2,232-85.9% | $11,033-97.1% | $1,942-83.8% |