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 | $90,422 |
Filed as: MERRILL LYNCH Service code 16 · EIN 36-3145972 | Consulting | $47,683 |
BONADIO & CO., LLP7 years Service code 10 · EIN 16-1131146 | Accounting | $26,570 |
HARTER SECREST & EMERY LLP6 years Filed as: HARTER SECREST & EMERY, LLP Service code 29 · EIN 16-0766162 | Legal | $16,815 |
BENESYS, INC.9+ years Service code 49 700 TOWER DRIVE, SUITE 300 · TROY, NY 48098 | Other Services | $8,786 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,880 | $241,101-29.5% | $103,333+64.4% | $199,593-14.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 16.61% | 17.80%-1.2pp | 24.88%-8.3pp | 34.25%-17.6pp |
| Employer contribution / active EE | $6,365 | $4,244+50.0% | $3,868+64.6% | $3,034+109.8% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $210 | $288-27.1% | $8,355-97.5% | $269-22.0% |