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 | $223,129 |
FIDUCIA GROUP LLC5+ years Service code 26 100 WEST STATION SQUARE DRIVE · PITTSBURGH, PA 15219 | Advisory (Participants) | $102,000 |
ZENITH AMERICAN SOLUTIONS3 years Service code 13 · EIN 52-1590516 | Contract Administrator | $83,600 |
STEPHEN J. O'BRIEN2 years Filed as: STEPHEN J. OBRIEN & ASSOCIATES LLC Service code 29 · EIN 81-5178933 | Legal | $24,679 |
Service code 49 · EIN 25-1360680 | Other Services | $12,466 |
DICLAUDIO & KRAMER, LLC5+ years Service code 10 · EIN 27-0889793 | Accounting | $11,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,261 | $66,051-14.8% | $92,893-39.4% | $77,787-27.7% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 16.72% | 20.69%-4.0pp | 109.41%-92.7pp | 32.57%-15.9pp |
| Employer contribution / active EE | $5,140 | $3,426+50.1% | $3,653+40.7% | $2,504+105.3% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,236-100.0% | $3,967-100.0% |
| Admin fee / account holder | $150 | $148+1.6% | $5,794-97.4% | $100+50.1% |