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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN HANCOCK Service code 13 · EIN 80-0709115 | Contract Administrator | $374,635 |
Filed as: SOLXSYS ADMINISTRATIVE SOLUTIONS LL Service code 13 · EIN 83-2454243 | Contract Administrator | $181,133 |
NOVAK FRANCELLA LLC11+ years Service code 10 · EIN 61-1436956 | Accounting | $100,907 |
ROBERT CHEVERIE11+ years Filed as: ROBERT M.CHEVERIE & ASSOC.P.C. Service code 29 · EIN 06-1335139 | Legal | $63,600 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 51 · EIN 13-2655998 | Investment Mgmt Fees | $13,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,500 | $140,769-13.7% | $107,525+13.0% | $140,769-13.7% |
| Participation rate | 72.6% | 74.2%-1.6pp | 75.1%-2.5pp | 74.2%-1.6pp |
| Annual return | 16.08% | 16.82%-0.7pp | 181.32%-165.2pp | 16.82%-0.7pp |
| Employer contribution / active EE | $6,127 | $3,906+56.9% | $3,754+63.2% | $3,906+56.9% |
| Participant deferral / active EE | $0 | $6,717-100.0% | $5,116-100.0% | $6,717-100.0% |
| Admin fee / account holder | $98 | $229-57.1% | $8,919-98.9% | $229-57.1% |