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 | $232,834 |
FIDUCIA GROUP LLC6+ years Service code 26 100 WEST STATION SQUARE DRIVE · PITTSBURGH, PA 15219 | Advisory (Participants) | $102,000 |
ZENITH AMERICAN SOLUTIONS4 years Service code 13 · EIN 52-1590516 | Contract Administrator | $91,200 |
Service code 49 · EIN 25-1360680 | Other Services | $11,723 |
DICLAUDIO & KRAMER, LLC6+ years Service code 10 · EIN 27-0889793 | Accounting | $11,500 |
STEPHEN J. O'BRIEN3 years Filed as: STEPHEN J. OBRIEN & ASSOCIATES LLC Service code 29 · EIN 81-5178933 | Legal | $11,144 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,851 | $81,719-26.8% | $101,248-40.9% | $90,288-33.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 12.34% | 337.64%-325.3pp | 46.47%-34.1pp | 53.97%-41.6pp |
| Employer contribution / active EE | $4,649 | $3,622+28.3% | $3,660+27.0% | $2,524+84.2% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,232-100.0% |
| Admin fee / account holder | $163 | $162+0.9% | $5,945-97.3% | $114+43.2% |