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 |
|---|---|---|
DOPKINS & COMPANY, LLP1+ years Filed as: DOPKINS AND COMPANY, LLP Service code 10 · EIN 16-0929175 | Accounting | $6,303 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $3,281 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,951 | $80,177+123.2% | $123,892+44.4% | $57,658+210.4% |
| Participation rate | 87.3% | 74.4%+12.9pp | 81.4%+5.9pp | 70.2%+17.1pp |
| Annual return | 8.97% | 17.90%-8.9pp | 47.52%-38.5pp | 5.13%+3.8pp |
| Employer contribution / active EE | $450 | $2,913-84.5% | $4,617-90.2% | $1,974-77.2% |
| Participant deferral / active EE | $9,087 | $5,130+77.1% | $5,984+51.8% | $3,061+196.9% |
| Admin fee / account holder | $18 | $106-83.0% | $8,357-99.8% | $95-80.9% |