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 9-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 SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $144,618 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $76,734 |
APPLIED PENSION SERVICES, LLC7+ years Filed as: APPLIED PENSION SERVICES Service code 11 200 MOTOR PARKWAY · HAUPPAUGE, NY 11788 | Actuarial | $9,575 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,533 | $72,254-25.9% | $86,677-38.2% | $64,808-17.4% |
| Participation rate | 93.2% | 80.4%+12.8pp | 76.6%+16.6pp | 71.5%+21.7pp |
| Annual return | -16.02% | 392.42%-408.4pp | 35.91%-51.9pp | 32.82%-48.8pp |
| Employer contribution / active EE | $1,702 | $2,393-28.9% | $2,836-40.0% | $2,506-32.1% |
| Participant deferral / active EE | $5,843 | $4,658+25.4% | $4,656+25.5% | $4,310+35.5% |
| Admin fee / account holder | $213 | $174+22.3% | $7,493-97.2% | $188+13.2% |