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 |
|---|---|---|
BOS ASSET MANAGEMENT, LLC2 years Filed as: BOS ASSET MANAGEMENT LLC Service code 26 · EIN 85-3866972 | Advisory (Participants) | $22,846 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $850 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,205 | $79,184-55.5% | $102,438-65.6% | $74,546-52.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 16.01% | 54.95%-38.9pp | 29.37%-13.4pp | 1366.03%-1350.0pp |
| Employer contribution / active EE | $2,404 | $2,362+1.8% | $3,024-20.5% | $2,624-8.4% |
| Participant deferral / active EE | $3,515 | $4,414-20.4% | $5,054-30.4% | $4,347-19.1% |
| Admin fee / account holder | $349 | $2,001-82.6% | $9,448-96.3% | $1,944-82.1% |