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 | $226,115 |
REYNOLDS CONSULTING SERVICES7+ years Filed as: REYNOLDS CONSULTING SERVICES LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $45,000 |
SCHULTHEIS & PANETTIERI, LLP7+ years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $38,215 |
PROSKAUER ROSE LLP5 years Service code 29 · EIN 13-1840454 | Legal | $17,656 |
Filed as: GORLICK KRAVITZ & LISTHAUS PC Service code 29 · EIN 13-3790829 | Legal | $16,724 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,701 | $76,774-23.5% | $112,228-47.7% | $77,904-24.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -7.90% | -10.25%+2.4pp | 27.45%-35.3pp | 12.21%-20.1pp |
| Employer contribution / active EE | $10,756 | $3,977+170.5% | $3,635+195.9% | $2,848+277.7% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $280 | $239+17.2% | $6,410-95.6% | $133+111.3% |