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 LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $46,055 |
O'DONOGHUE & O'DONOGHUE6+ years Service code 29 · EIN 53-0120528 4748 WISCONSIN AVE NW · WASHINGTON, DC 20016 | Legal | $25,934 |
Service code 13 · EIN 62-1038805 7639 LEESBURG PIKE · FALLS CHURCH, VA 22043 | Contract Administrator | $11,771 |
CALIBRE CPA GROUP PLLC2 years Service code 10 · EIN 47-0900880 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Accounting | $10,132 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,290 | $70,908-19.2% | $98,907-42.1% | $73,488-22.0% |
| Participation rate | 55.3% | 73.8%-18.5pp | 76.0%-20.7pp | 70.7%-15.4pp |
| Annual return | 21.10% | 34.17%-13.1pp | 196.43%-175.3pp | 28.51%-7.4pp |
| Employer contribution / active EE | $446 | $2,036-78.1% | $2,689-83.4% | $2,270-80.3% |
| Participant deferral / active EE | $1,721 | $3,500-50.8% | $4,244-59.5% | $3,740-54.0% |
| Admin fee / account holder | $418 | $535-21.8% | $6,642-93.7% | $513-18.5% |