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 | $273,287 |
Filed as: GLOBAL RETIREMENT PARNTERS, LLC Service code 26 4340 REDWOOD HWY., · SAN RAFAEL, CA 94903 | Advisory (Participants) | $102,000 |
ZENITH AMERICAN SOLUTIONS6 years Service code 13 · EIN 52-1590516 | Contract Administrator | $85,800 |
Service code 49 · EIN 25-1360680 | Other Services | $18,194 |
STEPHEN J. O'BRIEN5 years Filed as: STEPHEN J. OBRIEN & ASSOCIATES LLC Service code 29 · EIN 81-5178933 | Legal | $14,487 |
DICLAUDIO & KRAMER, LLC8+ years Service code 10 · EIN 27-0889793 | Accounting | $13,864 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,348 | $76,774-30.5% | $112,228-52.5% | $77,904-31.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -15.23% | -10.25%-5.0pp | 27.45%-42.7pp | 12.21%-27.4pp |
| Employer contribution / active EE | $4,923 | $3,977+23.8% | $3,635+35.4% | $2,848+72.9% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $162 | $239-32.1% | $6,410-97.5% | $133+22.4% |