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 SVC Service code 50 · EIN 13-5582869 | Direct Payment | $121,909 |
ROBERT CHEVERIE4+ years Service code 29 · EIN 06-1335139 | Legal | $28,054 |
MANZI & ASSOCIATES, LLC4+ years Service code 10 · EIN 04-3508036 | Accounting | $24,526 |
ROGER E MAHER4+ years Filed as: ROGER GILL Service code 30 · EIN 04-1149051 | Employee (plan) | $23,701 |
LYNN CERINO4+ years Filed as: LYNN CURTIN Service code 30 · EIN 04-1149051 | Employee (plan) | $19,569 |
DOREEN DOUGLAS4+ years Filed as: DOREEN MOUNT Service code 30 · EIN 04-1149051 | Employee (plan) | $13,495 |
HEATHER ROMERI4+ years Filed as: HEATHER FERULLO Service code 30 · EIN 04-1149051 | Employee (plan) | $6,747 |
ISSI2 years Service code 15 · EIN 23-2182079 | Recordkeeping | $5,521 |
SEI INVESTMENTS4+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,650 | $66,051+32.7% | $92,893-5.6% | $77,787+12.7% |
| Participation rate | 60.6% | 81.0%-20.4pp | 76.0%-15.4pp | 73.2%-12.6pp |
| Annual return | 1.61% | 20.69%-19.1pp | 109.41%-107.8pp | 32.57%-31.0pp |
| Employer contribution / active EE | $5,770 | $3,426+68.4% | $3,653+58.0% | $2,504+130.4% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,236-100.0% | $3,967-100.0% |
| Admin fee / account holder | $158 | $148+6.7% | $5,794-97.3% | $100+57.6% |