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 Service code 27 690 CANTON STREET · WESTWOOD, MA 02090 | Advisory (Plan) | $68,698 |
ANDCO CONSULTING4 years Filed as: ANDCO CONSULTING LLC Service code 27 875 GREEN TREE ROAD · PITTSBURGH, PA 15220 | Advisory (Plan) | $31,000 |
PACKER THOMAS4 years Service code 10 6601 WESTFORD PLACE · CANFIELD, OH 44406 | Accounting | $29,001 |
CENTRAL DATA SERVICES5+ years Service code 13 · EIN 25-1352803 60 BLVD OF THE ALLIES, FIFTH FLOOR · PITTSBURGH, PA 15222 | Contract Administrator | $26,100 |
Service code 29 · EIN 45-1540483 20445 EMERALD PARKWAY DR., STE. 210 · CLEVELAND, OH 44135 | Legal | $24,035 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,844 | $91,517-47.7% | $101,248-52.7% | $73,409-34.8% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 17.11% | 17.17%-0.1pp | 46.47%-29.4pp | 59.29%-42.2pp |
| Employer contribution / active EE | $2,639 | $2,877-8.3% | $3,660-27.9% | $2,234+18.2% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $210 | $216-2.6% | $5,945-96.5% | $158+33.2% |