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 |
|---|---|---|
ANDERSON & REED, LLP6 years Filed as: ANDERSON FISHER LLC Service code 26 · EIN 74-3130983 5335 MEADOWS ROAD · LAKE OSWEGO, OR 97035 | Advisory (Participants) | $72,702 |
Filed as: JOHN HANCOCK USA Service code 10 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Accounting | $1,408 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,263 | $91,372-36.2% | $129,995-55.2% | $74,419-21.7% |
| Participation rate | 94.6% | 77.8%+16.8pp | 78.5%+16.1pp | 70.7%+23.9pp |
| Annual return | 19.48% | 23.21%-3.7pp | -137.18%+156.7pp | 34.38%-14.9pp |
| Employer contribution / active EE | $4,407 | $2,563+71.9% | $4,320+2.0% | $2,637+67.1% |
| Participant deferral / active EE | $7,980 | $4,721+69.0% | $5,820+37.1% | $4,528+76.2% |
| Admin fee / account holder | $312 | $283+10.0% | $10,614-97.1% | $348-10.4% |