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 7-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 |
|---|---|---|
RMR WEALTH BUILDERS INC1 year Filed as: RMR WEALTH BUILDERS, INC. Service code 26 · EIN 11-2812983 | Advisory (Participants) | $10,292 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $4,296 |
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 | $133,683 | $102,317+30.7% | $146,958-9.0% | $80,856+65.3% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.2%+3.6pp | 67.6%+18.1pp |
| Annual return | 12.84% | 134.76%-121.9pp | 418.34%-405.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $4,419 | $3,713+19.0% | $4,933-10.4% | $2,755+60.4% |
| Participant deferral / active EE | $10,050 | $6,644+51.3% | $8,070+24.5% | $4,296+133.9% |
| Admin fee / account holder | $361 | $7,941-95.4% | $12,998-97.2% | $6,918-94.8% |