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 | $227,950 |
REYNOLDS CONSULTING SERVICES5+ years Filed as: REYNOLDS CONSULTING SERVICES LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $48,235 |
SCHULTHEIS & PANETTIERI, LLP5+ years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $37,100 |
Filed as: GORLICK KRAVTIZ & LISTHAUS PC Service code 29 · EIN 13-3790829 | Legal | $32,485 |
PROSKAUER ROSE LLP3 years Service code 29 · EIN 13-1840454 | Legal | $29,886 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,708 | $81,719-33.1% | $101,248-46.0% | $90,288-39.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 7.77% | 337.64%-329.9pp | 46.47%-38.7pp | 53.97%-46.2pp |
| Employer contribution / active EE | $8,757 | $3,622+141.8% | $3,660+139.3% | $2,524+246.9% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,232-100.0% |
| Admin fee / account holder | $255 | $162+57.6% | $5,945-95.7% | $114+123.7% |