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 |
|---|---|---|
AMO MASTER OPERATING TRUST10+ years Service code 15 · EIN 20-0406498 | Recordkeeping | $874,723 |
WITHUMSMITH+BROWN, PC6 years Service code 10 · EIN 22-2027092 | Accounting | $90,900 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT GROUP, INC Service code 12 · EIN 27-2037969 | Claims processing; Participant commun... | $79,742 |
Filed as: JOHN HANCOCK RETIREMENT SERV Service code 12 · EIN 01-0233346 | Recordkeeping fees; Direct payment fr... | $73,753 |
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 19 · EIN 13-5674085 | Securities Custodian | $42,341 |
MATRIX TRUST COMPANY10+ years Service code 12 · EIN 75-3182674 | Trustee (directed); Custodial (securi... | $31,962 |
OKSANA KOCHERGINA4 years Service code 15 5 FAIRWAY BLVD · MONROE TOWNSHIP, NJ 08831 | Recordkeeping | $7,338 |
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 | $71,865 | $94,876-24.3% | $82,389-12.8% | $102,872-30.1% |
| Participation rate | 100.0% | 70.6%+29.4pp | 69.5%+30.5pp | 73.0%+27.0pp |
| Annual return | 11.63% | 17.83%-6.2pp | 28.67%-17.0pp | 19.06%-7.4pp |
| Employer contribution / active EE | $6,845 | $3,789+80.7% | $2,517+171.9% | $3,526+94.1% |
| Participant deferral / active EE | $0 | $4,496-100.0% | $4,155-100.0% | $5,535-100.0% |
| Admin fee / account holder | $245 | $214+14.3% | $7,231-96.6% | $292-16.3% |