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 | $219,200 |
FIDUCIA GROUP LLC7+ years Service code 26 100 WEST STATION SQUARE DRIVE · PITTSBURGH, PA 15219 | Advisory (Participants) | $102,000 |
ZENITH AMERICAN SOLUTIONS5 years Service code 13 · EIN 52-1590516 | Contract Administrator | $83,600 |
STEPHEN J. O'BRIEN4 years Filed as: STEPHEN J. OBRIEN & ASSOCIATES LLC Service code 29 · EIN 81-5178933 | Legal | $20,186 |
DICLAUDIO & KRAMER, LLC7+ years Service code 10 · EIN 27-0889793 | Accounting | $11,862 |
Service code 49 · EIN 25-1360680 | Other Services | $9,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,966 | $88,770-27.9% | $109,143-41.4% | $93,030-31.2% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 11.37% | 60.64%-49.3pp | 25.75%-14.4pp | 158.70%-147.3pp |
| Employer contribution / active EE | $4,741 | $3,780+25.4% | $3,722+27.4% | $2,706+75.2% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,562-100.0% |
| Admin fee / account holder | $154 | $172-10.4% | $6,752-97.7% | $152+1.8% |