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 | Direct payment from the plan; Custodi... | $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.
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 | $142,480-96.5% | $197,124-97.4% | $142,480-96.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 86.7%+13.3pp | 76.2%+23.8pp |
| Annual return | 13.19% | 16.32%-3.1pp | 44.34%-31.2pp | 16.32%-3.1pp |
| Employer contribution / active EE | $889 | $3,867-77.0% | $6,227-85.7% | $3,867-77.0% |
| Participant deferral / active EE | $115 | $6,807-98.3% | $9,135-98.7% | $6,807-98.3% |
| Admin fee / account holder | $39 | $307-87.3% | $16,298-99.8% | $307-87.3% |