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 14 200 BERKELEY STREET · BOSTON, MA 02116 | Plan Administrator | $520,492 |
CENTRAL DATA SERVICES11+ years Service code 13 · EIN 25-1352803 | Contract Administrator | $210,182 |
MARINER LLC2 years Filed as: MARINER INSTITUTIONAL LLC Service code 50 · EIN 59-3676225 | Direct Payment | $42,000 |
CALIBRE CPA GROUP PLLC7 years Service code 10 · EIN 47-0900880 7501 WISCONSIN AVENUE, SUITE 1200 W · BETHESDA, MD 20814 | Accounting | $29,810 |
MEYER, UNKOVIC & SCOTT9 years Filed as: MEYER, UNKOVIC, & SCOTT, LLP Service code 29 535 SMITHFIELD ST, SUITE 1300 · PITTSBURGH, PA 15222 | Legal | $12,674 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,254 | $103,641+54.6% | $107,525+49.0% | $102,872+55.8% |
| Participation rate | 99.9% | 79.4%+20.5pp | 75.1%+24.8pp | 73.0%+26.9pp |
| Annual return | 15.53% | 13.08%+2.4pp | 181.32%-165.8pp | 19.06%-3.5pp |
| Employer contribution / active EE | $9,525 | $5,096+86.9% | $3,754+153.8% | $3,526+170.1% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $246 | $276-10.9% | $8,919-97.2% | $292-15.8% |