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: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $17,844 |
RTD FINANCIAL ADVISORS, INC.6 years Filed as: RTD FINANCIAL ADVISORS INC. Service code 27 · EIN 22-2446145 | Advisory (Plan) | $17,534 |
HAEFELE, FLANAGAN AND CO.2 years Filed as: HAEFELE, FLANAGAN & CO., P.C. Service code 10 · EIN 22-3008776 | Accounting | $16,000 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,364 | $101,724-68.2% | $164,813-80.4% | $80,856-60.0% |
| Participation rate | 71.4% | 71.8%-0.4pp | 78.6%-7.2pp | 67.6%+3.8pp |
| Annual return | 10.67% | 16.72%-6.0pp | 69.93%-59.3pp | 35.59%-24.9pp |
| Employer contribution / active EE | $1,448 | $2,953-51.0% | $4,341-66.6% | $2,755-47.4% |
| Participant deferral / active EE | $2,687 | $4,477-40.0% | $6,031-55.5% | $4,296-37.5% |
| Admin fee / account holder | $372 | $8,227-95.5% | $12,690-97.1% | $6,918-94.6% |