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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN HANCOCK LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $35,550 |
ARVEST ASSET MANAGEMENT1 year Filed as: ARVEST BANK Service code 26 · EIN 71-0118700 | Advisory (Participants) | $32,505 |
PENSION ASSURANCE LLP11+ years Filed as: PENSION SOLUTIONS, INC. Service code 13 · EIN 73-1521434 9116 N. KELLEY AVE · OKLAHOMA CITY, OK 73131 | Contract Administrator | $2,025 |
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 | $62,621 | $81,625-23.3% | $167,512-62.6% | $74,304-15.7% |
| Participation rate | 71.2% | 60.0%+11.2pp | 77.1%-5.8pp | 60.3%+10.9pp |
| Annual return | 15.88% | 26.09%-10.2pp | 1615.79%-1599.9pp | 29.43%-13.5pp |
| Employer contribution / active EE | $1,716 | $2,010-14.6% | $3,882-55.8% | $2,241-23.4% |
| Participant deferral / active EE | $2,953 | $4,115-28.2% | $6,405-53.9% | $3,767-21.6% |
| Admin fee / account holder | $438 | $3,474-87.4% | $9,769-95.5% | $2,969-85.2% |