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 |
|---|---|---|
ROBERT CHEVERIE3+ years Service code 29 · EIN 06-1335139 | Legal | $27,733 |
MANZI & ASSOCIATES, LLC3+ years Service code 10 · EIN 04-3508036 | Accounting | $25,065 |
ROGER E MAHER3+ years Filed as: ROGER GILL Service code 30 · EIN 04-1149051 | Employee (plan) | $23,157 |
LYNN CERINO3+ years Filed as: LYNN CURTIN Service code 30 · EIN 04-1149051 | Employee (plan) | $19,261 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVC Service code 50 · EIN 13-5582869 | Direct Payment | $16,319 |
DOREEN DOUGLAS3+ years Filed as: DOREEN MOUNT Service code 30 · EIN 04-1149051 | Employee (plan) | $13,283 |
HEATHER ROMERI3+ years Filed as: HEATHER FERULLO Service code 30 · EIN 04-1149051 | Employee (plan) | $6,632 |
ISSI1 year Service code 15 · EIN 23-2182079 | Recordkeeping | $6,308 |
SEI INVESTMENTS3+ years Service code 27 · EIN 23-1707341 | Advisory (Plan) | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,317 | $60,396+59.5% | $83,848+14.9% | $75,289+27.9% |
| Participation rate | 56.9% | 80.7%-23.8pp | 76.1%-19.2pp | 72.4%-15.5pp |
| Annual return | 9.47% | 3.84%+5.6pp | 850.88%-841.4pp | -0.04%+9.5pp |
| Employer contribution / active EE | $5,322 | $3,343+59.2% | $3,631+46.6% | $2,405+121.3% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $184 | $141+30.1% | $5,478-96.6% | $102+79.5% |