See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
DEFINITI LLC4 years Service code 13 · EIN 47-4066865 | Contract Administrator | $4,825 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $2,392 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,508 | $52,406-3.6% | $129,207-60.9% | $74,495-32.2% |
| Participation rate | 54.5% | 53.8%+0.7pp | 69.6%-15.1pp | 67.2%-12.7pp |
| Annual return | 16.73% | 15.66%+1.1pp | 9417.33%-9400.6pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $1,199 | $1,531-21.7% | $4,153-71.1% | $2,623-54.3% |
| Participant deferral / active EE | $2,614 | $2,794-6.5% | $4,168-37.3% | $4,346-39.8% |
| Admin fee / account holder | $323 | $2,633-87.7% | $7,715-95.8% | $1,942-83.4% |