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 | $76,429 |
THE SEGAL COMPANY5+ years Service code 16 · EIN 13-1835864 | Consulting | $33,000 |
BONADIO & CO., LLP3 years Service code 10 · EIN 16-1131146 | Accounting | $22,973 |
BENESYS, INC.5+ years Service code 49 700 TOWER DRIVE, SUITE 300 · TROY, NY 48098 | Other Services | $12,084 |
J.A. MARIANO AGENCY2 years Filed as: J. A. MARIANO AGENCY Service code 29 679 LANDIS AVENUE · RESHAYN, NJ 08352 | Legal | $12,041 |
HARTER SECREST & EMERY LLP2 years Filed as: HARTER SECREST & EMERY, LLP Service code 29 · EIN 16-0766162 | Legal | $9,597 |
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 | $129,660 | $81,719+58.7% | $101,248+28.1% | $90,288+43.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | -5.03% | 337.64%-342.7pp | 46.47%-51.5pp | 53.97%-59.0pp |
| Employer contribution / active EE | $5,371 | $3,622+48.3% | $3,660+46.8% | $2,524+112.8% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,232-100.0% |
| Admin fee / account holder | $208 | $162+28.3% | $5,945-96.5% | $114+82.2% |