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 | $81,625+93.5% | $167,512-5.7% | $74,304+112.5% |
| Participation rate | 93.7% | 60.0%+33.6pp | 77.1%+16.6pp | 60.3%+33.3pp |
| Annual return | 17.42% | 26.09%-8.7pp | 1615.79%-1598.4pp | 29.43%-12.0pp |
| Employer contribution / active EE | $2,417 | $2,010+20.3% | $3,882-37.7% | $2,241+7.9% |
| Participant deferral / active EE | $10,470 | $4,115+154.5% | $6,405+63.5% | $3,767+177.9% |
| Admin fee / account holder | $429 | $3,474-87.7% | $9,769-95.6% | $2,969-85.6% |