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 |
|---|---|---|
AMERICAN FUNDS8 years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $92,332 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS. Service code 15 · EIN 01-0233346 | Recordkeeping | $67,585 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $494,190 | $101,317+387.8% | $146,958+236.3% | $74,495+563.4% |
| Participation rate | 92.8% | 75.5%+17.2pp | 82.2%+10.6pp | 67.2%+25.6pp |
| Annual return | 18.20% | 8730.91%-8712.7pp | 418.34%-400.1pp | 1364.94%-1346.7pp |
| Employer contribution / active EE | $16,423 | $3,810+331.0% | $4,933+232.9% | $2,623+526.1% |
| Participant deferral / active EE | $10,148 | $7,303+38.9% | $8,070+25.7% | $4,346+133.5% |
| Admin fee / account holder | $608 | $1,739-65.0% | $12,998-95.3% | $1,942-68.7% |