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 |
|---|---|---|
Service code 27 200 5TH AVENUE SUITE 4010 · WALTHAM, MA 02451 | Advisory (Plan) | $67,111 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $37,919 |
Filed as: MILLENNIUM INVT & RET ADVISORS, LLC Service code 26 13850 BALLANTYNE CORPORATE PL · CHARLOTTE, NC 28277 | Advisory (Participants) | $3,532 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $75,991 | $82,917-8.4% | $103,333-26.5% | $77,643-2.1% |
| Participation rate | 37.2% | 71.6%-34.4pp | 74.5%-37.3pp | 70.6%-33.4pp |
| Annual return | 12.76% | 19.13%-6.4pp | 24.88%-12.1pp | 31.24%-18.5pp |
| Employer contribution / active EE | $3,483 | $3,552-1.9% | $3,868-10.0% | $2,726+27.8% |
| Participant deferral / active EE | $1,212 | $4,108-70.5% | $5,057-76.0% | $4,647-73.9% |
| Admin fee / account holder | $371 | $638-41.9% | $8,355-95.6% | $430-13.9% |