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 | $221,945 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 31 2850 GOLF ROAD · ROLLING MEADOWS, IL 60008 | Named fiduciary | $100,000 |
Service code 29 50 N LAURA ST # 2600 · JACKSONVILLE, FL 32202 | Legal | $32,453 |
FORVIS MAZARS, LLP4 years Filed as: FORVIS Service code 10 245 RIVERSIDE AVE # 410 · JACKSONVILLE, FL 32202 | Accounting | $24,150 |
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 | $142,874 | $145,877-2.1% | $150,045-4.8% | $102,872+38.9% |
| Participation rate | 97.6% | 79.8%+17.8pp | 82.3%+15.3pp | 73.0%+24.6pp |
| Annual return | 18.50% | 21.37%-2.9pp | 62.55%-44.1pp | 19.06%-0.6pp |
| Employer contribution / active EE | $3,105 | $4,710-34.1% | $4,693-33.8% | $3,526-12.0% |
| Participant deferral / active EE | $10,546 | $9,491+11.1% | $7,997+31.9% | $5,535+90.5% |
| Admin fee / account holder | $161 | $176-8.3% | $13,435-98.8% | $292-44.8% |