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 |
|---|---|---|
NICHOLAS LAPIER CPA PC1 year Service code 10 · EIN 32-0048525 | Accounting | $18,130 |
KARA LALLY4+ years Filed as: KARA ADAMITES Service code 13 55 MAIN STREET · CHICOPEE, MA 01020 | Contract Administrator | $13,775 |
THE SEGAL COMPANY1 year Filed as: SEGAL ROITMAN LLP Service code 29 111 DEVONSHIRE STREET · BOSTON, MA 02109 | Legal | $5,700 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,128 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,762 | $54,762-11.0% | $90,281-46.0% | $72,985-33.2% |
| Participation rate | 91.1% | 65.1%+26.0pp | 73.3%+17.8pp | 69.5%+21.6pp |
| Annual return | 9.28% | 30.63%-21.3pp | 78.10%-68.8pp | 81.00%-71.7pp |
| Employer contribution / active EE | $7,480 | $2,092+257.5% | $2,854+162.0% | $2,440+206.6% |
| Participant deferral / active EE | $1,229 | $2,887-57.4% | $3,885-68.4% | $3,607-65.9% |
| Admin fee / account holder | $601 | $3,972-84.9% | $5,351-88.8% | $5,124-88.3% |