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 | $231,486 |
REYNOLDS CONSULTING SERVICES6+ years Filed as: REYNOLDS CONSULTING SERVICES LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $45,000 |
SCHULTHEIS & PANETTIERI, LLP6+ years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $37,100 |
PROSKAUER ROSE LLP4 years Service code 29 · EIN 13-1840454 | Legal | $18,145 |
Filed as: GORLICK KRAVITZ & LISTHAUS PC Service code 29 · EIN 13-3790829 | Legal | $11,744 |
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 | $61,665 | $88,770-30.5% | $109,143-43.5% | $93,030-33.7% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 10.97% | 60.64%-49.7pp | 25.75%-14.8pp | 158.70%-147.7pp |
| Employer contribution / active EE | $9,734 | $3,780+157.5% | $3,722+161.5% | $2,706+259.7% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,562-100.0% |
| Admin fee / account holder | $267 | $172+55.0% | $6,752-96.0% | $152+76.2% |