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: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $136,704 |
RBC WEALTH MANAGEMENT5+ years Service code 16 · EIN 41-1416330 | Consulting | $70,091 |
HUTCHINSON AND BLOODGOOD LLP5+ years Filed as: HUTCHINSON AND BLOODGOOD, LLP Service code 10 · EIN 95-0858589 | Accounting | $10,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,859 | $66,601+120.5% | $92,893+58.1% | $67,579+117.3% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 20.32% | 92.58%-72.3pp | 109.41%-89.1pp | 378.56%-358.2pp |
| Employer contribution / active EE | $4,010 | $2,775+44.5% | $3,653+9.8% | $2,148+86.7% |
| Participant deferral / active EE | $11,154 | $3,157+253.4% | $4,236+163.3% | $3,539+215.2% |
| Admin fee / account holder | $537 | $199+169.8% | $5,794-90.7% | $142+277.1% |