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 | $256,501 |
Filed as: GLOBAL RETIREMENT PARNTERS, LLC Service code 26 4340 REDWOOD HWY., · SAN RAFAEL, CA 94903 | Advisory (Participants) | $105,750 |
ZENITH AMERICAN SOLUTIONS8 years Service code 13 · EIN 52-1590516 | Contract Administrator | $57,925 |
BENESYS, INC.1 year Service code 13 · EIN 38-2383171 | Contract Administrator | $55,741 |
Service code 38 311 MAIN STREET · IRWIN, PA 15642 | Participant Communication | $32,500 |
STEPHEN J. O'BRIEN7 years Filed as: STEPHEN J. OBRIEN & ASSOCIATES LLC Service code 29 · EIN 81-5178933 | Legal | $25,270 |
DICLAUDIO & KRAMER, LLC10+ years Service code 10 · EIN 27-0889793 | Accounting | $13,900 |
Service code 49 · EIN 25-1360680 | Other Services | $6,671 |
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 | $62,440 | $82,917-24.7% | $103,333-39.6% | $77,643-19.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 10.99% | 19.13%-8.1pp | 24.88%-13.9pp | 31.24%-20.3pp |
| Employer contribution / active EE | $7,221 | $3,552+103.3% | $3,868+86.7% | $2,726+164.9% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $170 | $638-73.3% | $8,355-98.0% | $430-60.4% |