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 | $52,388 |
OSAIC WEALTH INC1 year Filed as: OSAIC INSTITUTIONS, INC. Service code 55 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,854 | $86,944+54.0% | $107,525+24.5% | $74,304+80.1% |
| Participation rate | 72.7% | 59.6%+13.2pp | 75.1%-2.3pp | 60.3%+12.4pp |
| Annual return | 15.68% | 23.52%-7.8pp | 181.32%-165.6pp | 29.43%-13.8pp |
| Employer contribution / active EE | $2,271 | $2,757-17.6% | $3,754-39.5% | $2,241+1.3% |
| Participant deferral / active EE | $4,933 | $3,554+38.8% | $5,116-3.6% | $3,767+30.9% |
| Admin fee / account holder | $456 | $3,727-87.8% | $8,919-94.9% | $2,969-84.7% |