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 | $345,078 |
CENTRAL DATA SERVICES10+ years Service code 13 · EIN 25-1352803 | Contract Administrator | $207,276 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL LLC Service code 50 · EIN 59-3676225 | Direct Payment | $42,000 |
CALIBRE CPA GROUP PLLC6 years Service code 10 · EIN 47-0900880 7501 WISCONSIN AVENUE, SUITE 1200 W · BETHESDA, MD 20814 | Accounting | $32,193 |
MEYER, UNKOVIC & SCOTT8 years Filed as: MEYER, UNKOVIC, & SCOTT, LLP Service code 29 535 SMITHFIELD ST, SUITE 1300 · PITTSBURGH, PA 15222 | Legal | $16,369 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,212 | $241,101-48.1% | $103,333+21.2% | $199,593-37.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 11.06% | 17.80%-6.7pp | 24.88%-13.8pp | 34.25%-23.2pp |
| Employer contribution / active EE | $7,743 | $4,244+82.4% | $3,868+100.2% | $3,034+155.2% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $212 | $288-26.4% | $8,355-97.5% | $269-21.3% |