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 5-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 |
|---|---|---|
THE O'DELL GROUP LLC5+ years Service code 49 · EIN 31-1631718 | Other Services | $44,812 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $20,684 |
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 | $157,907 | $74,661+111.5% | $160,784-1.8% | $67,986+132.3% |
| Participation rate | 93.7% | 57.1%+36.5pp | 77.0%+16.7pp | 57.2%+36.4pp |
| Annual return | 17.42% | 28.83%-11.4pp | 1803.92%-1786.5pp | 31.67%-14.2pp |
| Employer contribution / active EE | $2,417 | $1,829+32.2% | $3,733-35.2% | $2,019+19.8% |
| Participant deferral / active EE | $10,470 | $3,681+184.5% | $6,293+66.4% | $3,358+211.8% |
| Admin fee / account holder | $429 | $3,959-89.2% | $9,717-95.6% | $3,203-86.6% |