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: RAYMOND JAMES & ASSOC. Service code 26 · EIN 59-1237041 | Advisory (Participants) | $23,502 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $1,695 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,849 | $58,879+6.7% | $178,490-64.8% | $73,488-14.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 18.40% | 24.86%-6.5pp | 151.07%-132.7pp | 28.51%-10.1pp |
| Employer contribution / active EE | $6,526 | $2,236+191.8% | $5,011+30.2% | $2,270+187.5% |
| Participant deferral / active EE | $3,848 | $2,567+49.9% | $5,202-26.0% | $3,740+2.9% |
| Admin fee / account holder | $342 | $400-14.5% | $13,984-97.6% | $513-33.3% |