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 | $134,737 |
MANZI & ASSOCIATES, LLC7+ years Service code 10 · EIN 04-3508036 | Accounting | $32,801 |
ROBERT CHEVERIE7+ years Service code 29 · EIN 06-1335139 | Legal | $28,398 |
EMPLOYEE FIDUCIARY, LLC2 years Filed as: EMPLOYEE A Service code 30 · EIN 04-1149051 | Employee (plan) | $24,133 |
EMPLOYEE FIDUCIARY, LLC2 years Filed as: EMPLOYEE B Service code 30 · EIN 04-1149051 | Employee (plan) | $18,469 |
EMPLOYEE FIDUCIARY, LLC2 years Filed as: EMPLOYEE D Service code 30 · EIN 04-1149051 | Employee (plan) | $15,127 |
ISSI5 years Service code 15 · EIN 23-2182079 | Recordkeeping | $11,419 |
EMPLOYEE FIDUCIARY, LLC2 years Filed as: EMPLOYEE C Service code 30 · EIN 04-1149051 | Employee (plan) | $7,564 |
SEI INVESTMENTS7+ 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 | $103,262 | $76,774+34.5% | $112,228-8.0% | $77,904+32.6% |
| Participation rate | 56.0% | 80.2%-24.1pp | 75.1%-19.0pp | 73.7%-17.6pp |
| Annual return | -10.71% | -10.25%-0.5pp | 27.45%-38.2pp | 12.21%-22.9pp |
| Employer contribution / active EE | $5,440 | $3,977+36.8% | $3,635+49.7% | $2,848+91.0% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $163 | $239-31.7% | $6,410-97.5% | $133+23.1% |