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 19 · EIN 01-0233346 | Securities Custodian | $80,067 |
BONADIO & CO., LLP6 years Service code 10 · EIN 16-1131146 | Accounting | $37,890 |
THE SEGAL COMPANY8+ years Service code 16 · EIN 13-1835864 | Consulting | $25,381 |
HARTER SECREST & EMERY LLP5 years Filed as: HARTER SECREST & EMERY, LLP Service code 29 · EIN 16-0766162 | Legal | $23,721 |
BENESYS, INC.8+ years Service code 49 700 TOWER DRIVE, SUITE 300 · TROY, NY 48098 | Other Services | $8,831 |
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 | $156,298 | $88,480+76.6% | $96,683+61.7% | $80,160+95.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | -6.81% | 22.53%-29.3pp | 35.69%-42.5pp | 40.38%-47.2pp |
| Employer contribution / active EE | $6,447 | $4,176+54.4% | $3,737+72.5% | $2,978+116.5% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $208 | $212-1.8% | $6,730-96.9% | $145+43.5% |