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 LIFE INS.COMPANY USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $14,084 |
STEVENS,WILCOX,POTVIN, CASSIDY & JA1 year Service code 10 · EIN 03-0285593 204 SO. MAIN STREET · RUTLAND, VT 05701 | Accounting | $7,225 |
PENSION WORKS, INC.1 year Filed as: PENSION WORKS INC. Service code 14 · EIN 03-0359635 382 HERCULES DRIVE SUITE 1 · COLCHESTER, VT 05446 | Plan Administrator | $6,282 |
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 | $59,267 | $51,466+15.2% | $78,778-24.8% | $62,292-4.9% |
| Participation rate | 100.0% | 59.8%+40.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 21.75% | 19.96%+1.8pp | 35.62%-13.9pp | 28.90%-7.1pp |
| Employer contribution / active EE | $2,104 | $827+154.3% | $1,986+5.9% | $2,042+3.0% |
| Participant deferral / active EE | $2,649 | $2,147+23.3% | $2,958-10.5% | $3,169-16.4% |
| Admin fee / account holder | $122 | $489-75.2% | $5,134-97.6% | $479-74.6% |