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 TRUST COMPANY Service code 15 · EIN 80-0709115 | Recordkeeping | $39,762 |
Filed as: DOUGLAS R. PEETE & ASSOCIATES Service code 16 4552 WEST 120TH, SUITE 320 · OVERLAND PARK, KY 66207 | Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,364 | $58,778+2.7% | $129,207-53.3% | $77,643-22.3% |
| Participation rate | 35.3% | 59.2%-24.0pp | 69.6%-34.3pp | 70.6%-35.3pp |
| Annual return | 11.85% | 24.73%-12.9pp | 9417.33%-9405.5pp | 31.24%-19.4pp |
| Employer contribution / active EE | $774 | $1,952-60.4% | $4,153-81.4% | $2,726-71.6% |
| Participant deferral / active EE | $1,586 | $3,212-50.6% | $4,168-61.9% | $4,647-65.9% |
| Admin fee / account holder | $315 | $589-46.6% | $7,715-95.9% | $430-26.8% |