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 PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $218,238 |
Filed as: FRANK M. VACCARO & ASSOCIATES, INC. Service code 13 27 ROLAND AVE · MOUNT LAUREL, NJ 080541057 | Contract Administrator | $81,831 |
RBC WEALTH MANAGEMENT4+ years Service code 27 · EIN 23-2384840 | Advisory (Plan) | $20,379 |
METS SCHIRO & MCGOVERN3 years Filed as: METS SCHIRO AND MCGOVERN Service code 29 · EIN 75-3116930 | Legal | $19,850 |
MSPC3 years Filed as: MSPC, CPA'S AND ADVISORS, P.C. Service code 10 · EIN 22-2951202 | Accounting | $17,421 |
Filed as: BASIL CASTROVINCI & ASSOCIATES, INC Service code 16 · EIN 13-2831500 | Consulting | $10,200 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,909 | $56,443+62.8% | $83,848+9.6% | $55,725+64.9% |
| Participation rate | 71.5% | 72.0%-0.5pp | 76.1%-4.6pp | 70.9%+0.6pp |
| Annual return | -1.82% | 393.67%-395.5pp | 850.88%-852.7pp | 244.93%-246.7pp |
| Employer contribution / active EE | $4,411 | $2,682+64.5% | $3,631+21.5% | $2,078+112.3% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $354 | $156+126.5% | $5,478-93.5% | $115+207.3% |