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 |
|---|---|---|
Service code 29 · EIN 34-1909706 | Legal | $24,856 |
CIUNI & PANICHI, INC.3+ years Filed as: CIUNI AND PANICHI Service code 10 · EIN 34-1322309 | Accounting | $19,423 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $18,893 |
BENESYS, INC.1 year Service code 14 · EIN 38-2383171 | Plan Administrator | $15,300 |
Filed as: JOHN HANCOCK Service code 13 690 CANTON STREET · WESTWOOD, MA 02090 | Contract Administrator | $11,472 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,272 | $46,100-75.5% | $86,590-87.0% | $69,631-83.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 73.5%+26.5pp | 70.7%+29.3pp |
| Annual return | 16.04% | 21.02%-5.0pp | 964.84%-948.8pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $506 | $1,850-72.7% | $2,839-82.2% | $2,032-75.1% |
| Participant deferral / active EE | $0 | $2,432-100.0% | $3,609-100.0% | $3,224-100.0% |
| Admin fee / account holder | $175 | $94+86.8% | $4,906-96.4% | $110+58.7% |