See peer percentile detail. $4.99 for your first month.
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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 Service code 15 200 BERKELEY STREET · BOSTON, MA 02116 | Recordkeeping | $3,098,292 |
Service code 36 · EIN 06-1648637 | Direct payment from the plan; Copying... | $189,321 |
Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $129,952 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN Service code 50 · EIN 13-2633612 | Direct Payment | $102,610 |
PORTFOLIO EVALUATIONS, INC.3 years Filed as: PORTFOLIO EVALUATION INC Service code 26 · EIN 22-3189064 | Advisory (Participants) | $80,000 |
Filed as: RAAB STURM & GANCHROW LLP Service code 29 · EIN 13-1566077 | Legal | $65,779 |
EXL SERVICE HOLDINGS INC.1 year Service code 16 320 PARK AVENUE · NEW YORK, NY 10022 | Consulting | $65,263 |
MARGARET SHRIVER1 year Filed as: MARGARET EMANUELE NAPIER Service code 30 · EIN 13-2928869 | Direct payment from the plan; Employe... | $52,447 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $40,000 |
BREDHOFF & KAISER1 year Filed as: BREDHOFF & KAISER PLLC Service code 29 · EIN 52-0969534 | Legal | $37,365 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,850 | $35,293-40.9% | $77,024-72.9% | $89,394-76.7% |
| Participation rate | 83.1% | 31.3%+51.7pp | 67.9%+15.2pp | 71.3%+11.8pp |
| Annual return | -9.62% | -5.92%-3.7pp | 42.32%-51.9pp | -11.89%+2.3pp |
| Employer contribution / active EE | $687 | $695-1.2% | $2,812-75.6% | $3,022-77.3% |
| Participant deferral / active EE | $1,143 | $1,764-35.2% | $4,426-74.2% | $5,123-77.7% |
| Admin fee / account holder | $70 | $105-33.5% | $5,425-98.7% | $79-12.0% |