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 |
|---|---|---|
PENSION ASSURANCE LLP8+ years Filed as: PENSION BENEFITS UNLIMITED Service code 10 · EIN 33-0499726 | Accounting | $22,640 |
CERITY PARTNERS1 year Filed as: CERITY PARTNERS RETIREMENT Service code 26 · EIN 35-2467663 | Advisory (Participants) | $12,363 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $10,813 |
HEDMAN PARTNERS LLP1 year Service code 10 · EIN 85-4036357 | Accounting | $6,856 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,419 | $92,971-49.0% | $96,683-51.0% | $74,419-36.3% |
| Participation rate | 19.9% | 71.5%-51.7pp | 74.3%-54.5pp | 70.7%-50.9pp |
| Annual return | 36.58% | 37.49%-0.9pp | 35.69%+0.9pp | 34.38%+2.2pp |
| Employer contribution / active EE | $0 | $3,426-100.0% | $3,737-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $227 | $3,970-94.3% | $4,878-95.4% | $4,528-95.0% |
| Admin fee / account holder | $547 | $633-13.6% | $6,730-91.9% | $348+57.2% |