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 | $129,993 |
ROBERT CHEVERIE5+ years Service code 29 · EIN 06-1335139 | Legal | $29,049 |
MANZI & ASSOCIATES, LLC5+ years Service code 10 · EIN 04-3508036 | Accounting | $25,522 |
LYNN CERINO5+ years Filed as: LYNN CURTIN Service code 30 · EIN 04-1149051 | Employee (plan) | $22,328 |
ROGER E MAHER1 year Filed as: ROGER B. GILL Service code 30 · EIN 04-1149051 | Employee (plan) | $16,792 |
DOREEN DOUGLAS5+ years Filed as: DOREEN MOUNT Service code 30 · EIN 04-1149051 | Employee (plan) | $13,955 |
HEATHER ROMERI5+ years Filed as: HEATHER FERULLO Service code 30 · EIN 04-1149051 | Employee (plan) | $6,978 |
ISSI3 years Service code 15 · EIN 23-2182079 | Recordkeeping | $5,295 |
SEI INVESTMENTS5+ 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 | $98,284 | $81,719+20.3% | $101,248-2.9% | $90,288+8.9% |
| Participation rate | 58.8% | 80.7%-21.9pp | 75.8%-17.0pp | 73.4%-14.6pp |
| Annual return | 12.51% | 337.64%-325.1pp | 46.47%-34.0pp | 53.97%-41.5pp |
| Employer contribution / active EE | $4,877 | $3,622+34.7% | $3,660+33.3% | $2,524+93.2% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,232-100.0% |
| Admin fee / account holder | $154 | $162-5.1% | $5,945-97.4% | $114+34.7% |