See peer percentile detail. $4.99 for your first month.
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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) | $22,671 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $17,508 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,210 |
BDO USA, LLP1 year Filed as: BDO USA, PC Service code 49 · EIN 13-5381590 | Other Services | $12,500 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $8,607 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,742 | $86,944-16.3% | $107,525-32.3% | $74,304-2.1% |
| Participation rate | 74.1% | 59.6%+14.6pp | 75.1%-0.9pp | 60.3%+13.8pp |
| Annual return | 13.32% | 23.52%-10.2pp | 181.32%-168.0pp | 29.43%-16.1pp |
| Employer contribution / active EE | $1,395 | $2,757-49.4% | $3,754-62.8% | $2,241-37.8% |
| Participant deferral / active EE | $2,840 | $3,554-20.1% | $5,116-44.5% | $3,767-24.6% |
| Admin fee / account holder | $320 | $3,727-91.4% | $8,919-96.4% | $2,969-89.2% |