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: RAYMOND JAMES INSURANCE GROUP INC Service code 26 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Participants) | $44,699 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $43,252 |
NOVA 401(K) ASSOCIATES7 years Filed as: NOVA 401 (K) ASSOCIATES Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $13,969 |
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 | $123,948 | $89,436+38.6% | $164,813-24.8% | $77,643+59.6% |
| Participation rate | 80.9% | 78.6%+2.3pp | 78.6%+2.3pp | 70.6%+10.3pp |
| Annual return | 15.50% | 28.83%-13.3pp | 69.93%-54.4pp | 31.24%-15.7pp |
| Employer contribution / active EE | $3,733 | $2,569+45.3% | $4,341-14.0% | $2,726+36.9% |
| Participant deferral / active EE | $4,563 | $4,897-6.8% | $6,031-24.3% | $4,647-1.8% |
| Admin fee / account holder | $437 | $339+28.8% | $12,690-96.6% | $430+1.6% |