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 |
|---|---|---|
THE SEGAL COMPANY3+ years Service code 16 · EIN 13-1835864 | Consulting | $68,000 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $46,309 |
MERCER3+ years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 | Recordkeeping | $38,400 |
HARTER SECREST & EMERY LLP3+ years Service code 29 · EIN 16-0766162 | Legal | $25,678 |
BONADIO & CO., LLP1 year Service code 10 · EIN 16-1131146 | Accounting | $24,557 |
BENESYS, INC.3+ years Service code 49 700 TOWER DRIVE, SUITE 300 · TROY, MI 48098 | Other Services | $14,006 |
J.A. MARIANO AGENCY3+ years Service code 29 679 LANDIS AVENUE · ROSENHAYN, NJ 08352 | Legal | $12,283 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
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 | $139,555 | $82,546+69.1% | $140,016-0.3% | $75,289+85.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 72.4%+27.6pp |
| Annual return | 10.93% | -0.36%+11.3pp | 651.12%-640.2pp | -0.04%+11.0pp |
| Employer contribution / active EE | $4,177 | $3,856+8.3% | $5,606-25.5% | $2,405+73.7% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $255 | $86+197.0% | $10,705-97.6% | $102+149.0% |