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) | $27,578 |
Service code 26 · EIN 04-2675571 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Participants) | $16,403 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $906 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,406 | $58,320+19.0% | $86,436-19.7% | $66,914+3.7% |
| Participation rate | 71.9% | 78.6%-6.7pp | 80.3%-8.4pp | 69.8%+2.1pp |
| Annual return | -18.16% | -9.71%-8.5pp | 4394.89%-4413.1pp | 1.58%-19.7pp |
| Employer contribution / active EE | $2,131 | $2,615-18.5% | $3,769-43.5% | $2,544-16.2% |
| Participant deferral / active EE | $3,435 | $6,899-50.2% | $6,952-50.6% | $4,237-18.9% |
| Admin fee / account holder | $539 | $546-1.2% | $6,731-92.0% | $593-9.1% |