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 RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $73,901 |
SNOWDEN CAPITAL ADVISORS LLC7+ years Service code 27 · EIN 45-0997570 | Advisory (Plan) | $40,000 |
Service code 10 · EIN 52-1392008 | Accounting | $17,310 |
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 | $173,288 | $79,428+118.2% | $106,548+62.6% | $79,386+118.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 76.1%+23.9pp | 70.7%+29.3pp |
| Annual return | 13.77% | 18.27%-4.5pp | 26.80%-13.0pp | 116.85%-103.1pp |
| Employer contribution / active EE | $8,746 | $2,234+291.5% | $2,819+210.3% | $2,427+260.3% |
| Participant deferral / active EE | $8,173 | $3,823+113.8% | $4,398+85.8% | $4,046+102.0% |
| Admin fee / account holder | $439 | $523-16.1% | $7,407-94.1% | $626-29.9% |