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 14 · EIN 31-1299207 25 MERCHANT STREET, SUITE 135 · CINCINNATI, OH 45246 | Plan Administrator | $6,700 |
Filed as: JOHN HANCOCK LIFE INS. COMP. Service code 15 · EIN 01-0233346 | Recordkeeping | $5,152 |
Filed as: WILLSHIRE ASSOCIATES Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,230 |
Participant 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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,472 | $79,013-51.3% | $100,391-61.7% | $74,495-48.4% |
| Participation rate | 84.9% | 79.5%+5.4pp | 81.5%+3.4pp | 67.2%+17.7pp |
| Annual return | 14.56% | 20.41%-5.9pp | 49.20%-34.6pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $1,203 | $3,021-60.2% | $3,942-69.5% | $2,623-54.1% |
| Participant deferral / active EE | $3,399 | $7,760-56.2% | $8,082-57.9% | $4,346-21.8% |
| Admin fee / account holder | $351 | $1,320-73.4% | $7,899-95.6% | $1,942-81.9% |