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 |
|---|---|---|
INDEPENDENT CAPITAL2 years Service code 28 1401 DOVE STREET · NEWPORT BEACH, CA 92660 | Investment Management | $119,589 |
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $95,671 |
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $27,024 |
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 | $88,130 | $119,446-26.2% | $150,045-41.3% | $85,563+3.0% |
| Participation rate | 97.9% | 75.4%+22.4pp | 82.3%+15.5pp | 66.0%+31.9pp |
| Annual return | 20.58% | 23.72%-3.1pp | 62.55%-42.0pp | 31.51%-10.9pp |
| Employer contribution / active EE | $6,722 | $4,078+64.8% | $4,693+43.2% | $2,654+153.3% |
| Participant deferral / active EE | $13,140 | $7,985+64.6% | $7,997+64.3% | $4,375+200.3% |
| Admin fee / account holder | $354 | $548-35.4% | $13,435-97.4% | $834-57.6% |