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 |
|---|---|---|
FORVIS MAZARS, LLP2 years Filed as: FORVIS WEALTH ADVISORS, LLC Service code 26 · EIN 43-1815436 | Advisory (Participants) | $20,497 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $3,148 |
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.)
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 | $27,018 | $69,823-61.3% | $77,163-65.0% | $74,419-63.7% |
| Participation rate | 76.7% | 70.0%+6.7pp | 69.6%+7.2pp | 70.7%+6.0pp |
| Annual return | 17.84% | 19.98%-2.1pp | 37.87%-20.0pp | 34.38%-16.5pp |
| Employer contribution / active EE | $1,200 | $2,150-44.2% | $2,535-52.6% | $2,637-54.5% |
| Participant deferral / active EE | $1,360 | $3,558-61.8% | $3,833-64.5% | $4,528-70.0% |
| Admin fee / account holder | $363 | $398-8.7% | $5,472-93.4% | $348+4.4% |