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 SVCS Service code 12 · EIN 01-0233346 | Claims processing; Float revenue; Rec... | $894,993 |
FRANK M. VACCARO & ASSOCIATES11+ years Service code 13 · EIN 23-2148108 27 ROLAND AVE SUITE 200 · MOUNT LAUREL, NJ 08054 | Contract Administrator | $894,985 |
SLEVIN & HART, P.C.11+ years Service code 29 · EIN 52-1708613 1625 MASSACHUSETTS AVENUE · WASHINGTON, DC 20036 | Legal | $63,832 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES,INC Service code 22 · EIN 46-0619194 | Insurance Broker | $57,019 |
BARATZ & ASSOCIATES, P.A.8 years Service code 10 · EIN 22-2212404 4B EVES DRIVE · MARLTON, NJ 08053 | Accounting | $27,000 |
O'BRIEN BELLAND & BUSHINSKY10+ years Filed as: O'BRIEN BELLAND & BUSHINSKY LLC Service code 29 · EIN 37-1467056 | Legal | $15,399 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $5,041 | $171,977-97.1% | $200,582-97.5% | $140,769-96.4% |
| Participation rate | 100.0% | 93.2%+6.8pp | 86.9%+13.1pp | 74.2%+25.8pp |
| Annual return | 13.19% | 19.20%-6.0pp | 42.33%-29.1pp | 16.82%-3.6pp |
| Employer contribution / active EE | $889 | $6,031-85.3% | $6,419-86.2% | $3,906-77.2% |
| Participant deferral / active EE | $115 | $9,366-98.8% | $9,331-98.8% | $6,717-98.3% |
| Admin fee / account holder | $39 | $68-42.6% | $16,305-99.8% | $229-83.0% |