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 15 690 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $243,618 |
FIDUCIA GROUP LLC4+ years Service code 26 100 WEST STATION SQUARE DRIVE · PITTSBURGH, PA 15219 | Advisory (Participants) | $94,500 |
ZENITH AMERICAN SOLUTIONS2 years Service code 13 · EIN 52-1590516 | Contract Administrator | $91,200 |
STEPHEN J. O'BRIEN1 year Filed as: STEPHEN J. OBRIEN & ASSOCIATES LLC Service code 29 · EIN 81-5178933 | Legal | $15,094 |
Service code 49 · EIN 25-1360680 | Other Services | $12,815 |
DICLAUDIO & KRAMER, LLC4+ years Service code 10 · EIN 27-0889793 | Accounting | $9,500 |
TUCKER ARENSBERG4+ years Service code 29 · EIN 25-0711430 | Legal | $7,218 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,401 | $60,396-34.8% | $83,848-53.0% | $75,289-47.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | -5.41% | 3.84%-9.3pp | 850.88%-856.3pp | -0.04%-5.4pp |
| Employer contribution / active EE | $5,166 | $3,343+54.5% | $3,631+42.3% | $2,405+114.8% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $131 | $141-7.3% | $5,478-97.6% | $102+28.0% |