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: RAYMOND JAMES & ASSOCIATES Service code 26 · EIN 59-1237041 | Advisory (Participants) | $60,695 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $20,223 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,423 | $76,670-35.5% | $96,683-48.9% | $71,457-30.8% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 14.36% | 48.29%-33.9pp | 35.69%-21.3pp | 28.85%-14.5pp |
| Employer contribution / active EE | $2,144 | $3,031-29.3% | $3,737-42.6% | $2,588-17.1% |
| Participant deferral / active EE | $1,658 | $3,771-56.0% | $4,878-66.0% | $4,289-61.4% |
| Admin fee / account holder | $361 | $2,028-82.2% | $6,730-94.6% | $1,587-77.2% |