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 SERVICES11+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 17 · EIN 20-1899564 25 NEWBRIDGE ROAD · HICKSVILLE, NY 11801 | Pension Consulting | $40,427 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVC Service code 15 · EIN 01-0233346 200 BERKELEY STREET · BOSTON, MA 021165010 | Recordkeeping | $33,535 |
FUIMAN MOGILA, LLP2 years Filed as: FIUMAN MOGILLA, LLP Service code 29 · EIN 93-1652658 153 CENTRAL AVENUE · WESTFILED, NJ 07091 | Legal | $18,480 |
THE LAMBOS FIRM, LLP11+ years Service code 29 · EIN 13-3864093 300 SOUTH BROADWAY · TARRYTOWN, NY 10591 | Legal | $18,480 |
DESENA & COMPANY CPAS11+ years Filed as: DESENA & COMPANY CPAS, LLC Service code 10 · EIN 20-0609534 100 EAGLE ROCK AVENUE · EAST HANOVER, NJ 07936 | Accounting | $13,370 |
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 | $87,694 | $57,831+51.6% | $82,389+6.4% | $85,563+2.5% |
| Participation rate | 100.0% | 55.0%+45.0pp | 69.5%+30.5pp | 66.0%+34.0pp |
| Annual return | 12.40% | 17.86%-5.5pp | 28.67%-16.3pp | 31.51%-19.1pp |
| Employer contribution / active EE | $8,341 | $1,643+407.7% | $2,517+231.4% | $2,654+214.3% |
| Participant deferral / active EE | $0 | $3,118-100.0% | $4,155-100.0% | $4,375-100.0% |
| Admin fee / account holder | $207 | $1,391-85.2% | $7,231-97.1% | $834-75.2% |