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 SVCS Service code 28 · EIN 01-0233346 | Investment Management | $204,055 |
Filed as: GORLICK KRAVITZ & LISTHAUS PC Service code 29 · EIN 13-3790829 | Legal | $91,808 |
SCHULTHEIS & PANETTIERI, LLP4+ years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $88,389 |
COHEN & STEERS2 years Filed as: COHEN WEISS & SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $60,788 |
PROSKAUER ROSE LLP2 years Service code 29 · EIN 13-1840454 | Legal | $38,006 |
REYNOLDS CONSULTING SERVICES4+ years Filed as: REYNOLDS CONSULTING SERVICES LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $28,941 |
Filed as: FRANK M VACCARO & ASSOCIATES INC Service code 13 · EIN 23-2148108 | Contract Administrator | $24,743 |
BASYS1 year Filed as: BASYS INC Service code 16 · EIN 52-1796473 | Consulting | $13,298 |
Annual investment return 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 | $55,105 | $66,051-16.6% | $92,893-40.7% | $77,787-29.2% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 11.24% | 20.69%-9.5pp | 109.41%-98.2pp | 32.57%-21.3pp |
| Employer contribution / active EE | $9,240 | $3,426+169.7% | $3,653+153.0% | $2,504+269.0% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,236-100.0% | $3,967-100.0% |
| Admin fee / account holder | $220 | $148+48.8% | $5,794-96.2% | $100+119.9% |