Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $46,425 |
INFINEX INVESTMENTS INC1 year Filed as: INFINEX INVESTMENTS Service code 55 | Other Commissions | $0 |
INFINEX INVESTMENTS INC1 year Filed as: INFINEX INVESTMENTS, INC. Service code 55 1341 GRIFFIN ROAD · LEESBURG, FL 34748 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,628 | $80,731+46.9% | $103,374+14.8% | $74,546+59.1% |
| Participation rate | 71.0% | 65.7%+5.3pp | 74.5%-3.5pp | 67.2%+3.8pp |
| Annual return | 10.95% | 27.56%-16.6pp | 24.89%-13.9pp | 1366.03%-1355.1pp |
| Employer contribution / active EE | $2,562 | $3,158-18.9% | $3,869-33.8% | $2,624-2.4% |
| Participant deferral / active EE | $4,914 | $3,860+27.3% | $5,058-2.8% | $4,347+13.0% |
| Admin fee / account holder | $415 | $2,369-82.5% | $8,394-95.1% | $1,944-78.7% |