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 SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $155,060 |
Filed as: DIMEO SCHNEIDER & ASSOC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $60,459 |
FLEX COMPENSATION, INC.2+ years Service code 14 · EIN 41-1447673 | Plan Administrator | $49,200 |
UNION INSURANCE GROUP2+ years Service code 23 · EIN 36-4226088 | Direct payment from the plan; Insuran... | $11,201 |
CLIFTONLARSONALLEN LLP2+ years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $9,427 |
Filed as: MCGRANN SHEA CARNIVAL Service code 22 · EIN 41-1654544 | Insurance Broker | $6,338 |
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 | $214,416 | $57,921+270.2% | $84,750+153.0% | $57,658+271.9% |
| Participation rate | 96.4% | 72.9%+23.5pp | 76.6%+19.8pp | 70.2%+26.2pp |
| Annual return | 5.85% | 10.24%-4.4pp | 22.78%-16.9pp | 5.13%+0.7pp |
| Employer contribution / active EE | $17,915 | $2,598+589.5% | $3,574+401.2% | $1,974+807.6% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $354 | $130+172.7% | $5,332-93.4% | $95+274.2% |