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) | $34,031 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $2,386 |
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 | $69,365 | $61,156+13.4% | $185,823-62.7% | $79,386-12.6% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 18.46% | 19.45%-1.0pp | 122.05%-103.6pp | 116.85%-98.4pp |
| Employer contribution / active EE | $5,601 | $2,321+141.4% | $5,167+8.4% | $2,427+130.7% |
| Participant deferral / active EE | $4,521 | $2,789+62.1% | $5,568-18.8% | $4,046+11.8% |
| Admin fee / account holder | $421 | $710-40.7% | $16,237-97.4% | $626-32.9% |