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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $36,056 |
WELLTH ADVISORY SERVICES LLC2 years Filed as: WELLTH ADVISORY SERVICES, LLC Service code 26 DBA STRATEGIC RETIREMENT PARTNERS · ANNAOPOLIS, MD 21401 | Advisory (Participants) | $33,109 |
Service code 13 · EIN 25-1408612 311 MAIN STREET · IRWIN, PA 15642 | Contract Administrator | $7,946 |
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 | $72,900 | $86,944-16.2% | $107,525-32.2% | $74,304-1.9% |
| Participation rate | 98.4% | 59.6%+38.8pp | 75.1%+23.3pp | 60.3%+38.0pp |
| Annual return | 17.34% | 23.52%-6.2pp | 181.32%-164.0pp | 29.43%-12.1pp |
| Employer contribution / active EE | $2,031 | $2,757-26.3% | $3,754-45.9% | $2,241-9.4% |
| Participant deferral / active EE | $6,014 | $3,554+69.2% | $5,116+17.6% | $3,767+59.6% |
| Admin fee / account holder | $360 | $3,727-90.3% | $8,919-96.0% | $2,969-87.9% |