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: JOHN HANCOCK RETIREMENT PLAN SVC Service code 26 · EIN 01-0233346 | Advisory (Participants) | $560,914 |
TRI-STATE ADMINISTRATORS INC3+ years Service code 13 · EIN 22-3478819 | Contract Administrator | $201,687 |
SCHULTHEIS & PANETTIERI, LLP3+ years Service code 10 · EIN 13-1577780 | Accounting | $41,200 |
O'BRIEN BELLAND & BUSHINSKY3+ years Filed as: O'BRIEN, BELLAND & BUSHINSKY Service code 29 · EIN 37-1467056 | Legal | $17,233 |
Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $13,800 |
Filed as: BRADY, MAGUIRE & STEINBERG PC Service code 29 · EIN 13-4089943 | Legal | $5,880 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,896 | $27,687-93.2% | $73,545-97.4% | $177,276-98.9% |
| Participation rate | 100.0% | 34.9%+65.1pp | 54.9%+45.1pp | 74.8%+25.2pp |
| Annual return | 2.73% | 16.77%-14.0pp | -15.16%+17.9pp | 21.25%-18.5pp |
| Employer contribution / active EE | $805 | $291+176.9% | $1,219-34.0% | $2,479-67.5% |
| Participant deferral / active EE | $0 | $778-100.0% | $1,806-100.0% | $3,881-100.0% |
| Admin fee / account holder | $75 | $59+25.6% | $2,320-96.8% | $154-51.6% |