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 |
|---|---|---|
CADARET GRANT & CO INC1+ years Filed as: CADARET GRANT & COMPANY Service code 26 · EIN 22-2361254 | Advisory (Participants) | $52,355 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $26,268 |
BLITMAN & KING1+ years Service code 49 C/O IRON WORKERS LOCAL 60 · SYRACUSE, NE 13204 | Other Services | $23,770 |
WITHUMSMITH+BROWN, PC1+ years Filed as: DERMODY, BURKE & BROWN, CPAS, LLC Service code 10 443 NORTH FRANKLIN STREET · SYRACUSE, NY 132041441 | Accounting | $5,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $70,863 | $71,802-1.3% | $133,980-47.1% | $57,658+22.9% |
| Participation rate | 91.6% | 85.5%+6.1pp | 87.1%+4.5pp | 70.2%+21.3pp |
| Annual return | -1.28% | 13.51%-14.8pp | 29.30%-30.6pp | 5.13%-6.4pp |
| Employer contribution / active EE | $3,428 | $3,161+8.4% | $5,211-34.2% | $1,974+73.7% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $329 | $88+274.7% | $9,324-96.5% | $95+247.5% |