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 SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $16,774 |
TIMESCALE FINANCIAL INC1 year Filed as: TIMESCALE FINANCIAL, INC. Service code 27 · EIN 47-3835496 | Advisory (Plan) | $11,659 |
AMERICAN FUNDS2 years Filed as: COASTAL CAPITAL GROUP Service code 49 · EIN 47-3835496 | Other Services | $10,047 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,125 | $104,475-20.4% | $159,436-47.9% | $79,386+4.7% |
| Participation rate | 55.1% | 76.6%-21.6pp | 82.8%-27.8pp | 70.7%-15.6pp |
| Annual return | 23.65% | 67.95%-44.3pp | 263.57%-239.9pp | 116.85%-93.2pp |
| Employer contribution / active EE | $375 | $3,417-89.0% | $4,829-92.2% | $2,427-84.5% |
| Participant deferral / active EE | $4,379 | $6,467-32.3% | $7,352-40.4% | $4,046+8.3% |
| Admin fee / account holder | $323 | $711-54.5% | $10,799-97.0% | $626-48.4% |