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 |
|---|---|---|
Filed as: ALDRICH WEALTH, LP Service code 26 · EIN 93-1244319 | Advisory (Participants) | $43,338 |
Filed as: PRIME RETIREMENT SOLUTIONS INC Service code 13 25B VREELAND ROAD · FLORHAM, NJ 07932 | Contract Administrator | $11,100 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $7,374 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,132 | $62,127-32.2% | $81,382-48.2% | $74,495-43.4% |
| Participation rate | 89.1% | 64.0%+25.0pp | 69.5%+19.6pp | 67.2%+21.9pp |
| Annual return | 10.82% | 16.48%-5.7pp | 24.73%-13.9pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $1,647 | $1,882-12.5% | $2,463-33.1% | $2,623-37.2% |
| Participant deferral / active EE | $2,696 | $3,229-16.5% | $3,883-30.6% | $4,346-38.0% |
| Admin fee / account holder | $354 | $1,934-81.7% | $5,768-93.9% | $1,942-81.8% |