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 |
|---|---|---|
CERITY PARTNERS2 years Filed as: CERITY PARTNERS RETIREMENT Service code 26 · EIN 35-2467663 | Advisory (Participants) | $57,622 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $2,500 |
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 | $94,242 | $86,944+8.4% | $107,525-12.4% | $74,304+26.8% |
| Participation rate | 89.6% | 59.6%+30.1pp | 75.1%+14.5pp | 60.3%+29.3pp |
| Annual return | 17.28% | 23.52%-6.2pp | 181.32%-164.0pp | 29.43%-12.2pp |
| Employer contribution / active EE | $3,715 | $2,757+34.8% | $3,754-1.0% | $2,241+65.8% |
| Participant deferral / active EE | $5,699 | $3,554+60.3% | $5,116+11.4% | $3,767+51.3% |
| Admin fee / account holder | $524 | $3,727-85.9% | $8,919-94.1% | $2,969-82.4% |