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 | $343,327 |
CENTRAL DATA SERVICES9+ years Service code 13 · EIN 25-1352803 | Contract Administrator | $203,447 |
ANDCO CONSULTING6 years Service code 50 · EIN 59-3676225 | Direct Payment | $42,000 |
CALIBRE CPA GROUP PLLC5 years Service code 10 · EIN 47-0900880 7501 WISCONSIN AVENUE, SUITE 1200 W · BETHESDA, MD 20814 | Accounting | $28,556 |
MEYER, UNKOVIC & SCOTT7 years Filed as: MEYER, UNKOVIC, & SCOTT, LLP Service code 29 535 SMITHFIELD ST, SUITE 1300 · PITTSBURGH, PA 15222 | Legal | $11,114 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,987 | $88,480+33.3% | $96,683+22.0% | $80,160+47.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 14.29% | 22.53%-8.2pp | 35.69%-21.4pp | 40.38%-26.1pp |
| Employer contribution / active EE | $7,750 | $4,176+85.6% | $3,737+107.4% | $2,978+160.3% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $214 | $212+1.0% | $6,730-96.8% | $145+47.6% |