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) | $34,295 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $3,471 |
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 | $63,407 | $61,272+3.5% | $149,673-57.6% | $71,457-11.3% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 21.67% | 35.85%-14.2pp | 134.42%-112.7pp | 28.85%-7.2pp |
| Employer contribution / active EE | $5,917 | $2,378+148.8% | $4,818+22.8% | $2,588+128.7% |
| Participant deferral / active EE | $5,071 | $2,917+73.9% | $5,680-10.7% | $4,289+18.2% |
| Admin fee / account holder | $321 | $1,261-74.5% | $13,210-97.6% | $1,587-79.8% |