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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $32,192 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES FSA INC Service code 26 · EIN 59-2937883 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Participants) | $27,737 |
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 | $105,493 | $54,517+93.5% | $75,972+38.9% | $74,495+41.6% |
| Participation rate | 76.3% | 60.3%+16.0pp | 69.1%+7.2pp | 67.2%+9.1pp |
| Annual return | 14.84% | 31.82%-17.0pp | 359.55%-344.7pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $4,212 | $1,777+137.0% | $2,685+56.9% | $2,623+60.6% |
| Participant deferral / active EE | $6,508 | $3,066+112.3% | $4,255+52.9% | $4,346+49.8% |
| Admin fee / account holder | $449 | $2,229-79.9% | $6,467-93.1% | $1,942-76.9% |