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 |
|---|---|---|
AMERICAN FUNDS4 years Filed as: CAPITAL ANALYSTS, INC. Service code 26 · EIN 45-4846725 | Advisory (Participants) | $32,531 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $538 |
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 | $59,497 | $63,745-6.7% | $98,442-39.6% | $79,386-25.1% |
| Participation rate | 89.6% | 69.9%+19.8pp | 73.3%+16.3pp | 70.7%+18.9pp |
| Annual return | 16.64% | 625.80%-609.2pp | 1492.73%-1476.1pp | 116.85%-100.2pp |
| Employer contribution / active EE | $8,360 | $2,557+227.0% | $2,960+182.5% | $2,427+244.4% |
| Participant deferral / active EE | $2,973 | $3,303-10.0% | $4,276-30.5% | $4,046-26.5% |
| Admin fee / account holder | $340 | $516-34.0% | $5,949-94.3% | $626-45.7% |