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 |
|---|---|---|
GOLDMAN SACHS3 years Filed as: HAMILTON CAPITAL PARTNERS Service code 15 | Recordkeeping | $76,269 |
Filed as: JOHN HANCOCK LIFE INSURANCE USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $4,187 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $100,695 | $65,908+52.8% | $81,812+23.1% | $77,643+29.7% |
| Participation rate | 65.8% | 65.8%0pp | 72.3%-6.6pp | 70.6%-4.8pp |
| Annual return | 17.60% | 26.64%-9.0pp | 773.79%-756.2pp | 31.24%-13.6pp |
| Employer contribution / active EE | $370 | $2,370-84.4% | $2,912-87.3% | $2,726-86.4% |
| Participant deferral / active EE | $3,444 | $3,505-1.8% | $4,319-20.3% | $4,647-25.9% |
| Admin fee / account holder | $497 | $526-5.6% | $7,386-93.3% | $430+15.4% |