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 | $333,827 |
CENTRAL DATA SERVICES8+ years Service code 13 · EIN 25-1352803 | Contract Administrator | $199,693 |
ANDCO CONSULTING5 years Service code 50 · EIN 59-3676225 | Direct Payment | $40,000 |
CALIBRE CPA GROUP PLLC4 years Service code 10 · EIN 47-0900880 7501 WISCONSIN AVENUE, SUITE 1200 W · BETHESDA, MD 20814 | Accounting | $32,747 |
MEYER, UNKOVIC & SCOTT6 years Filed as: MEYER, UNKOVIC, & SCOTT, LLP Service code 29 535 SMITHFIELD ST, SUITE 1300 · PITTSBURGH, PA 15222 | Legal | $11,910 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,074 | $76,774+61.6% | $112,228+10.6% | $77,904+59.3% |
| Participation rate | 86.7% | 80.2%+6.5pp | 75.1%+11.6pp | 73.7%+13.0pp |
| Annual return | -15.30% | -10.25%-5.0pp | 27.45%-42.7pp | 12.21%-27.5pp |
| Employer contribution / active EE | $7,717 | $3,977+94.1% | $3,635+112.3% | $2,848+171.0% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $249 | $239+4.3% | $6,410-96.1% | $133+88.1% |