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 5-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 Service code 15 · EIN 01-0233346 | Recordkeeping | $38,101 |
EQUITABLE ADVISORS LLC5+ years Filed as: EQUITABLE ADVISORS, LLC Service code 27 100 MADISON STREET · SYRACUSE, NY 13202 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,673 | $102,317-36.8% | $146,958-56.0% | $80,856-20.0% |
| Participation rate | 76.8% | 75.8%+1.0pp | 82.2%-5.3pp | 67.6%+9.2pp |
| Annual return | 15.72% | 134.76%-119.0pp | 418.34%-402.6pp | 35.59%-19.9pp |
| Employer contribution / active EE | $2,550 | $3,713-31.3% | $4,933-48.3% | $2,755-7.4% |
| Participant deferral / active EE | $13,056 | $6,644+96.5% | $8,070+61.8% | $4,296+203.9% |
| Admin fee / account holder | $374 | $7,941-95.3% | $12,998-97.1% | $6,918-94.6% |