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 9-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: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $45,023 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $26,250 |
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 | $59,100 | $54,701+8.0% | $86,188-31.4% | $71,457-17.3% |
| Participation rate | 93.1% | 60.1%+32.9pp | 69.0%+24.1pp | 67.9%+25.1pp |
| Annual return | 16.76% | 20.06%-3.3pp | 1168.45%-1151.7pp | 28.85%-12.1pp |
| Employer contribution / active EE | $913 | $1,265-27.8% | $2,380-61.6% | $2,588-64.7% |
| Participant deferral / active EE | $4,908 | $3,108+57.9% | $3,985+23.2% | $4,289+14.4% |
| Admin fee / account holder | $417 | $1,922-78.3% | $6,852-93.9% | $1,587-73.7% |