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 6-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: RAYMOND JAMES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $33,987 |
Filed as: JOHN HANCOCK Service code 64 · EIN 01-0233346 | Recordkeeping Fees | $18,693 |
ASCENSUS LLC4 years Filed as: ACCESS RETIREMENT SERVICES Service code 27 · EIN 62-1700633 | Advisory (Plan) | $8,460 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,457 | $101,317-60.1% | $146,958-72.5% | $74,495-45.7% |
| Participation rate | 36.1% | 75.5%-39.4pp | 82.2%-46.0pp | 67.2%-31.1pp |
| Annual return | 16.35% | 8730.91%-8714.6pp | 418.34%-402.0pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $1,208 | $3,810-68.3% | $4,933-75.5% | $2,623-53.9% |
| Participant deferral / active EE | $4,540 | $7,303-37.8% | $8,070-43.7% | $4,346+4.5% |
| Admin fee / account holder | $690 | $1,739-60.3% | $12,998-94.7% | $1,942-64.5% |