Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
GOLDSTEIN ADVISORS LLC1 year Filed as: GOLDSTEIN ADVISORS, LLC Service code 26 · EIN 88-3791278 | Advisory (Participants) | $18,885 |
Filed as: JOHN HANCOCK LIFE INS. CO. (U.S.A.) Service code 15 · EIN 01-0233346 | Recordkeeping | $960 |
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,106 | $83,369-14.7% | $105,223-32.4% | $67,986+4.6% |
| Participation rate | 64.7% | 56.3%+8.5pp | 75.0%-10.3pp | 57.2%+7.5pp |
| Annual return | 20.77% | 24.64%-3.9pp | 180.65%-159.9pp | 31.67%-10.9pp |
| Employer contribution / active EE | $6,956 | $2,541+173.8% | $3,689+88.6% | $2,019+244.6% |
| Participant deferral / active EE | $2,739 | $3,295-16.9% | $5,072-46.0% | $3,358-18.4% |
| Admin fee / account holder | $331 | $4,073-91.9% | $8,859-96.3% | $3,203-89.7% |