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 |
|---|---|---|
Service code 10 · EIN 59-3560915 | Accounting | $9,550 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO.USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,724 |
TRIAD ADVISORS INC1 year Filed as: TRIAD INSURANCE INC Service code 26 3500 PARKWAY LANE · NORCROSS, GA 30092 | Advisory (Participants) | $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 | $109,014 | $84,487+29.0% | $125,339-13.0% | $66,914+62.9% |
| Participation rate | 97.7% | 76.4%+21.3pp | 82.4%+15.3pp | 69.8%+27.9pp |
| Annual return | -14.96% | -8.39%-6.6pp | 572.05%-587.0pp | 1.58%-16.5pp |
| Employer contribution / active EE | $6,044 | $3,553+70.1% | $4,814+25.6% | $2,544+137.6% |
| Participant deferral / active EE | $5,215 | $6,781-23.1% | $7,446-30.0% | $4,237+23.1% |
| Admin fee / account holder | $479 | $685-30.1% | $10,010-95.2% | $593-19.3% |