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 |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: PENSION CONSULTANTS, INC. Service code 12 · EIN 06-1504963 | Claims processing | $72,581 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $14,116 |
COHN REZNICK LLP2 years Filed as: COHN REZNICK, LLC Service code 10 350 CHURCH STREET · HARFORD, CT 061031136 | Accounting | $0 |
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 | $49,853 | $40,522+23.0% | $84,611-41.1% | $67,579-26.2% |
| Participation rate | 98.6% | 51.1%+47.5pp | 68.2%+30.3pp | 71.3%+27.3pp |
| Annual return | 20.79% | 32.72%-11.9pp | 258.74%-237.9pp | 378.56%-357.8pp |
| Employer contribution / active EE | $3,207 | $1,146+179.8% | $2,652+20.9% | $2,148+49.3% |
| Participant deferral / active EE | $2,699 | $2,132+26.6% | $3,899-30.8% | $3,539-23.7% |
| Admin fee / account holder | $103 | $145-29.2% | $4,912-97.9% | $142-27.7% |