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: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $244 |
QUALIFIED PLANS, LLC9+ years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 17 · EIN 20-0223513 | Pension Consulting | $0 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,260 | $61,272+111.0% | $149,673-13.6% | $71,457+80.9% |
| Participation rate | 65.7% | 62.5%+3.2pp | 78.8%-13.1pp | 67.9%-2.2pp |
| Annual return | 15.99% | 35.85%-19.9pp | 134.42%-118.4pp | 28.85%-12.9pp |
| Employer contribution / active EE | $996 | $2,378-58.1% | $4,818-79.3% | $2,588-61.5% |
| Participant deferral / active EE | $3,405 | $2,917+16.7% | $5,680-40.0% | $4,289-20.6% |
| Admin fee / account holder | $402 | $1,261-68.1% | $13,210-97.0% | $1,587-74.7% |