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 |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS. Service code 15 · EIN 01-0233346 | Recordkeeping | $34,908 |
STEVEN D EISENBERG CPA PA3 years Filed as: STEVEN CASE (FSC) Service code 28 2300 WINDY RIDGE PARKWAY · ATLANTA, GA 30339 | Investment Management | $15,285 |
LPL FINANCIAL1 year Service code 27 PO BOX 502533, 7113-9388 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $8,411 |
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.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,813 | $40,174+58.8% | $84,015-24.0% | $67,579-5.6% |
| Participation rate | 26.2% | 62.7%-36.5pp | 69.0%-42.8pp | 71.3%-45.1pp |
| Annual return | 19.10% | 25.82%-6.7pp | 71.31%-52.2pp | 378.56%-359.5pp |
| Employer contribution / active EE | $313 | $808-61.2% | $1,983-84.2% | $2,148-85.4% |
| Participant deferral / active EE | $831 | $2,301-63.9% | $3,239-74.3% | $3,539-76.5% |
| Admin fee / account holder | $437 | $128+240.8% | $6,101-92.8% | $142+207.4% |