See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK Service code 28 · EIN 13-5582869 | Investment Management | $284,720 |
MANZI & ASSOCIATES, LLC10+ years Filed as: MANZI & ASSOCIATES L.L.C. Service code 10 · EIN 04-3508036 | Accounting | $76,481 |
MEKETA INVESTMENT GROUP3 years Service code 16 · EIN 04-2659023 | Consulting | $75,000 |
WILLIAM BLAIR3 years Filed as: WILLIAM HURLEY Service code 30 · EIN 04-2647320 | Employee (plan) | $35,690 |
MICKEY LONG, ESQ.10+ years Service code 29 · EIN 04-3534086 | Legal | $25,414 |
HEATHER ROMERI10+ years Service code 30 · EIN 04-2647320 | Employee (plan) | $25,167 |
LANGAN & DEMPSEY10+ years Service code 29 · EIN 04-2125930 | Legal | $24,225 |
Service code 15 · EIN 52-1796478 | Recordkeeping | $23,766 |
VANESSA SCHARF1 year Filed as: VANESSA BERMUDEZ Service code 30 · EIN 04-2647320 | Employee (plan) | $16,587 |
NBM INC.1 year Service code 15 24 TERRY AVENUE · BURLINGTON, MA 01803 | Recordkeeping | $15,433 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $112,395 | $86,936+29.3% | $103,333+8.8% | $99,062+13.5% |
| Participation rate | 42.3% | 81.7%-39.4pp | 74.5%-32.2pp | 71.6%-29.3pp |
| Annual return | 13.87% | 14.99%-1.1pp | 24.88%-11.0pp | 17.66%-3.8pp |
| Employer contribution / active EE | $5,827 | $3,925+48.4% | $3,868+50.7% | $3,262+78.6% |
| Participant deferral / active EE | $22 | $3,825-99.4% | $5,057-99.6% | $5,331-99.6% |
| Admin fee / account holder | $153 | $140+9.1% | $8,355-98.2% | $109+40.5% |