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 9-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) | $47,440 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $36,496 |
RETIREMENT SOLUTION GROUP4 years Service code 65 · EIN 02-2668095 | Account Maintenance | $7,876 |
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 | $75,673 | $59,417+27.4% | $93,606-19.2% | $74,495+1.6% |
| Participation rate | 87.0% | 59.7%+27.3pp | 68.7%+18.2pp | 67.2%+19.8pp |
| Annual return | 15.29% | 81.83%-66.5pp | 133.20%-117.9pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $923 | $1,264-26.9% | $2,420-61.8% | $2,623-64.8% |
| Participant deferral / active EE | $6,058 | $3,050+98.6% | $4,411+37.3% | $4,346+39.4% |
| Admin fee / account holder | $423 | $3,021-86.0% | $8,285-94.9% | $1,942-78.2% |