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 | $319,457 |
Filed as: GLOBAL RETIREMENT PARNTERS, LLC Service code 26 4340 REDWOOD HWY., · SAN RAFAEL, CA 94903 | Advisory (Participants) | $102,000 |
ZENITH AMERICAN SOLUTIONS7 years Service code 13 · EIN 52-1590516 | Contract Administrator | $96,408 |
Service code 38 311 MAIN STREET · IRWIN, PA 15642 | Participant Communication | $22,500 |
STEPHEN J. O'BRIEN6 years Filed as: STEPHEN J. OBRIEN & ASSOCIATES LLC Service code 29 · EIN 81-5178933 | Legal | $21,212 |
Service code 49 · EIN 25-1360680 | Other Services | $17,838 |
DICLAUDIO & KRAMER, LLC9+ years Service code 10 · EIN 27-0889793 | Accounting | $13,889 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,082 | $92,971-36.5% | $96,683-38.9% | $74,419-20.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 15.84% | 37.49%-21.6pp | 35.69%-19.9pp | 34.38%-18.5pp |
| Employer contribution / active EE | $7,411 | $3,426+116.3% | $3,737+98.3% | $2,637+181.0% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $185 | $633-70.8% | $6,730-97.3% | $348-47.0% |