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: FIDELITY INVESTMENTS Service code 50 245 SUMMER STREET · BOSTON, MA 02210 | Direct Payment | $103,023 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVC Service code 50 200 BERKELEY STREET · BOSTON, MA 02116 | Direct Payment | $59,320 |
MANZI & ASSOCIATES, LLC8+ years Service code 10 · EIN 04-3508036 | Accounting | $28,291 |
ROBERT CHEVERIE8+ years Service code 29 · EIN 06-1335139 | Legal | $28,251 |
EMPLOYEE FIDUCIARY, LLC3 years Filed as: EMPLOYEE B Service code 30 · EIN 04-1149051 | Employee (plan) | $22,192 |
EMPLOYEE FIDUCIARY, LLC3 years Filed as: EMPLOYEE D Service code 30 · EIN 04-1149051 | Employee (plan) | $19,349 |
Service code 15 3000 SOUTH LENOLA ROAD · MAPLE SHADE, NJ 08052 | Recordkeeping | $17,645 |
EMPLOYEE FIDUCIARY, LLC3 years Filed as: EMPLOYEE A Service code 30 · EIN 04-1149051 | Employee (plan) | $17,020 |
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE F Service code 30 · EIN 04-1149051 | Employee (plan) | $15,821 |
EMPLOYEE FIDUCIARY, LLC3 years Filed as: EMPLOYEE C Service code 30 · EIN 04-1149051 | Employee (plan) | $7,910 |
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 | $107,773 | $88,480+21.8% | $96,683+11.5% | $80,160+34.4% |
| Participation rate | 70.8% | 79.9%-9.1pp | 74.3%-3.5pp | 72.9%-2.1pp |
| Annual return | 8.57% | 22.53%-14.0pp | 35.69%-27.1pp | 40.38%-31.8pp |
| Employer contribution / active EE | $5,731 | $4,176+37.2% | $3,737+53.4% | $2,978+92.4% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $198 | $212-6.4% | $6,730-97.1% | $145+36.7% |