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 Service code 15 · EIN 01-0233346 | Recordkeeping | $41,112 |
ELLIOTT DAVIS, LLC1 year Filed as: ELLIOTT DAVIS, PLLC Service code 10 · EIN 57-0381582 | Accounting | $17,500 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $8,415 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $7,648 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,845 | $26,114-1.0% | $58,482-55.8% | $74,419-65.3% |
| Participation rate | 20.3% | 32.1%-11.9pp | 50.9%-30.6pp | 70.7%-50.5pp |
| Annual return | 15.32% | 32.51%-17.2pp | 4239.32%-4224.0pp | 34.38%-19.1pp |
| Employer contribution / active EE | $129 | $536-75.9% | $1,053-87.8% | $2,637-95.1% |
| Participant deferral / active EE | $855 | $1,075-20.5% | $1,924-55.6% | $4,528-81.1% |
| Admin fee / account holder | $381 | $649-41.3% | $2,516-84.9% | $348+9.5% |