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 |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT SERVICE Service code 15 · EIN 01-0233346 | Recordkeeping | $84,578 |
THE SEGAL COMPANY4+ years Service code 16 · EIN 13-1835864 | Consulting | $33,000 |
BONADIO & CO., LLP2 years Service code 10 · EIN 16-1131146 | Accounting | $24,767 |
Filed as: HARTER SECREST & EMERY, LLP Service code 29 · EIN 16-0766162 | Legal | $12,492 |
J.A. MARIANO AGENCY1 year Filed as: J. A. MARIANO AGENCY Service code 29 679 LANDIS AVENUE · RESHAYN, NJ 08352 | Legal | $12,244 |
BENESYS, INC.4+ years Service code 49 700 TOWER DRIVE, SUITE 300 · TROY, NY 48098 | Other Services | $11,938 |
Annual investment return 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 | $138,044 | $95,776+44.1% | $162,163-14.9% | $77,787+77.5% |
| Participation rate | 100.0% | 88.6%+11.4pp | 87.6%+12.4pp | 73.2%+26.8pp |
| Annual return | 4.98% | 37.03%-32.1pp | 115.59%-110.6pp | 32.57%-27.6pp |
| Employer contribution / active EE | $4,975 | $3,874+28.4% | $5,614-11.4% | $2,504+98.6% |
| Participant deferral / active EE | $0 | $6,125-100.0% | $7,298-100.0% | $3,967-100.0% |
| Admin fee / account holder | $214 | $88+144.1% | $10,843-98.0% | $100+113.9% |