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 |
|---|---|---|
Service code 28 · EIN 34-1922005 1801 EAST 9TH STREET STE 1400 · CLEVLAND, OH 44114 | Investment Management | $324,089 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SCVS Service code 15 · EIN 01-0233346 690 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $114,782 |
REYNOLDS CONSULTING SERVICES7 years Filed as: REYNOLDS CONSULTING SERVICES LLC Service code 27 · EIN 20-1899564 25 NEWBRIDGE ROAD · HICKSVILLE, NY 11801 | Advisory (Plan) | $58,710 |
PROSKAUER ROSE LLP8 years Service code 29 · EIN 13-1840454 11 TIMES SQUARE · NEW YORK, NY 10036 | Legal | $41,223 |
FITZSIMMONS ABRAMS, LLP9+ years Service code 10 · EIN 13-2858927 7600 JERICHO TPKE STE 210 · WOODBURY, NY 11797 | Accounting | $23,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,921 | $88,480+11.8% | $96,683+2.3% | $80,160+23.4% |
| Participation rate | 0.0% | 79.9%-79.9pp | 74.3%-74.3pp | 72.9%-72.9pp |
| Annual return | 12.86% | 22.53%-9.7pp | 35.69%-22.8pp | 40.38%-27.5pp |
| Employer contribution / active EE | $7,713 | $4,176+84.7% | $3,737+106.4% | $2,978+159.0% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $822 | $212+288.2% | $6,730-87.8% | $145+467.1% |