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 |
|---|---|---|
REYNOLDS CONSULTING SERVICES10+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 17 · EIN 20-1899564 25 NEWBRIDGE ROAD · HICKSVILLE, NY 11801 | Pension Consulting | $35,880 |
FUIMAN MOGILA, LLP1 year Filed as: FIUMAN MOGILLA, LLP Service code 29 · EIN 93-1652658 153 CENTRAL AVENUE · WESTFILED, NJ 07091 | Legal | $17,600 |
THE LAMBOS FIRM, LLP10+ years Service code 29 · EIN 13-3864093 300 SOUTH BROADWAY · TARRYTOWN, NY 10591 | Legal | $17,600 |
DESENA & COMPANY CPAS10+ years Filed as: DESENA & COMPANY CPAS, LLC Service code 10 · EIN 20-0609534 100 EAGLE ROCK AVENUE · EAST HANOVER, NJ 07936 | Accounting | $9,820 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVC Service code 15 · EIN 01-0233346 200 BERKELEY STREET · BOSTON, MA 021165010 | Recordkeeping | $452 |
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 | $79,411 | $55,416+43.3% | $75,972+4.5% | $77,643+2.3% |
| Participation rate | 100.0% | 63.6%+36.4pp | 69.1%+30.9pp | 70.6%+29.4pp |
| Annual return | 10.40% | 17.07%-6.7pp | 359.55%-349.1pp | 31.24%-20.8pp |
| Employer contribution / active EE | $8,629 | $1,788+382.7% | $2,685+221.4% | $2,726+216.6% |
| Participant deferral / active EE | $0 | $3,447-100.0% | $4,255-100.0% | $4,647-100.0% |
| Admin fee / account holder | $204 | $414-50.6% | $6,467-96.8% | $430-52.5% |