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: SOUTHWESTERN INVESTMENT ADVISERS Service code 26 · EIN 47-1471217 801 CRESENT DR. · FRANKLIN, TN 37067 | Advisory (Participants) | $53,652 |
Filed as: JOHN HANCOCK US Service code 15 · EIN 47-1471217 | Recordkeeping | $975 |
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.)
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 | $83,047 | $73,638+12.8% | $108,410-23.4% | $79,386+4.6% |
| Participation rate | 66.5% | 77.4%-10.9pp | 80.1%-13.6pp | 70.7%-4.2pp |
| Annual return | 17.55% | 33.27%-15.7pp | 905.27%-887.7pp | 116.85%-99.3pp |
| Employer contribution / active EE | $2,011 | $2,397-16.1% | $3,558-43.5% | $2,427-17.2% |
| Participant deferral / active EE | $3,294 | $6,218-47.0% | $6,563-49.8% | $4,046-18.6% |
| Admin fee / account holder | $637 | $638-0.2% | $7,295-91.3% | $626+1.7% |