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 7-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 Service code 15 · EIN 01-0233346 | Recordkeeping | $46,269 |
WITHUMSMITH+BROWN, PC4 years Filed as: WITHUM Service code 10 · EIN 22-2027092 | Accounting | $30,080 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,680 | $26,549+19.3% | $61,373-48.4% | $66,914-52.7% |
| Participation rate | 46.0% | 38.1%+7.9pp | 52.6%-6.6pp | 69.8%-23.8pp |
| Annual return | -18.13% | -16.21%-1.9pp | 338.61%-356.7pp | 1.58%-19.7pp |
| Employer contribution / active EE | $119 | $651-81.7% | $1,159-89.7% | $2,544-95.3% |
| Participant deferral / active EE | $968 | $1,338-27.7% | $2,125-54.4% | $4,237-77.1% |
| Admin fee / account holder | $609 | $409+49.0% | $2,130-71.4% | $593+2.6% |