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 4-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 |
|---|---|---|
O'DONNELL FINANCIAL SERVICES3 years Service code 26 · EIN 47-2879046 | Advisory (Participants) | $41,965 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $2,252 |
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 | $141,619 | $101,724+39.2% | $164,813-14.1% | $80,856+75.1% |
| Participation rate | 89.0% | 71.8%+17.2pp | 78.6%+10.4pp | 67.6%+21.4pp |
| Annual return | 13.34% | 16.72%-3.4pp | 69.93%-56.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $4,063 | $2,953+37.6% | $4,341-6.4% | $2,755+47.5% |
| Participant deferral / active EE | $8,785 | $4,477+96.2% | $6,031+45.7% | $4,296+104.5% |
| Admin fee / account holder | $656 | $8,227-92.0% | $12,690-94.8% | $6,918-90.5% |