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: JOHN HANCOCK USA Service code 64 · EIN 01-0233346 | Recordkeeping Fees | $31,404 |
FORRESTALL CPAS2 years Service code 15 5328 LANIER ISLANDS PKWY, · BUFORD, GA 30518 | Recordkeeping | $22,221 |
INT'L UNION OF BAC1 year Filed as: INT'L ASSETS ADVISORY Service code 27 390 NORTH ORANGE AVENUE · ORLANDO, FL 32801 | Advisory (Plan) | $2,881 |
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 | $68,195 | $71,883-5.1% | $86,677-21.3% | $68,494-0.4% |
| Participation rate | 81.3% | 72.2%+9.1pp | 76.6%+4.7pp | 67.9%+13.4pp |
| Annual return | -20.80% | 3.52%-24.3pp | 35.91%-56.7pp | -7.84%-13.0pp |
| Employer contribution / active EE | $988 | $2,173-54.5% | $2,836-65.2% | $2,596-61.9% |
| Participant deferral / active EE | $4,259 | $3,779+12.7% | $4,656-8.5% | $4,027+5.8% |
| Admin fee / account holder | $673 | $6,112-89.0% | $7,493-91.0% | $5,403-87.5% |