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 | $18,223 |
TRIAD ADVISORS INC3 years Filed as: TRIAD ADVISORS, LLC Service code 15 · EIN 65-0173164 3585 ATLANTA AVENUE · HAPEVILLE, GA 30354 | Recordkeeping | $11,016 |
PAYCHEX, INC.1 year Filed as: PAYCHEX Service code 15 · EIN 16-1124166 | Recordkeeping | $5,596 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,047 | $60,323-35.3% | $81,812-52.3% | $74,495-47.6% |
| Participation rate | 51.0% | 62.9%-11.9pp | 72.3%-21.4pp | 67.2%-16.2pp |
| Annual return | 16.20% | 16.90%-0.7pp | 773.79%-757.6pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $1,096 | $2,620-58.2% | $2,912-62.4% | $2,623-58.2% |
| Participant deferral / active EE | $2,673 | $3,387-21.1% | $4,319-38.1% | $4,346-38.5% |
| Admin fee / account holder | $293 | $1,486-80.3% | $7,386-96.0% | $1,942-84.9% |