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 |
|---|---|---|
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 | $86,944-18.2% | $107,525-33.9% | $74,304-4.3% |
| Participation rate | 64.7% | 59.6%+5.2pp | 75.1%-10.3pp | 60.3%+4.4pp |
| Annual return | 20.77% | 23.52%-2.7pp | 181.32%-160.5pp | 29.43%-8.7pp |
| Employer contribution / active EE | $6,956 | $2,757+152.3% | $3,754+85.3% | $2,241+210.4% |
| Participant deferral / active EE | $2,739 | $3,554-22.9% | $5,116-46.5% | $3,767-27.3% |
| Admin fee / account holder | $331 | $3,727-91.1% | $8,919-96.3% | $2,969-88.9% |