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 SERVIC Service code 19 · EIN 13-3646501 PO BOX 600 · BUFFALO, NY 14201 | Securities Custodian | $84,285 |
CAPFINANCIAL PARTNERS LLC7+ years Filed as: CAPTRUST Service code 27 100 GATEWAY DRIVE, SUITE 300 · BETHLEHEM, PA 18017 | Advisory (Plan) | $53,710 |
MEYER, UNKOVIC & SCOTT3 years Filed as: MEYER, UNKOVIC, & SCOTT LLP Service code 29 535 SMITHFIELD ST. STE 1300 · PITSBURGH, PA 15222 | Legal | $28,723 |
I.E. SHAFFER & CO.1 year Filed as: IE SHAFFER Service code 13 830 BEAR TAVERN ROAD · WEST TRENTON, NJ 08628 | Contract Administrator | $21,892 |
PATH ADMINISTRATORS7+ years Service code 13 · EIN 46-1226464 3461 MARKET STREET, SUITE 102 · CAMP HILL, PA 17011 | Contract Administrator | $21,892 |
CALIBRE CPA GROUP PLLC3 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 7501 WISCONSION AVENUE · BETHESDA, MD 20814 | Accounting | $16,771 |
KANG HAGGERTY & FETBROYT4 years Filed as: KANG HAGGERTY & FETBROYT LLC Service code 29 123 S BROAD STEET · PHILADELPHIA, PA 19109 | Legal | $9,000 |
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 | $228,107 | $106,236+114.7% | $112,228+103.3% | $64,808+252.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | 4.61% | -6.02%+10.6pp | 27.45%-22.8pp | 32.82%-28.2pp |
| Employer contribution / active EE | $8,360 | $3,166+164.0% | $3,635+130.0% | $2,506+233.6% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $407 | $452-9.8% | $6,410-93.6% | $188+117.0% |