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 SRVS Service code 15 690 CANTON ST. · WESTWOOD, MA 02090 | Recordkeeping | $32,782 |
UMR7+ years Service code 13 · EIN 31-1557688 333 WEST VINE STREET · LEXINGTON, KY 40507 | Contract Administrator | $29,385 |
Filed as: MERRILL LYNCH LIFE AGENCY Service code 27 · EIN 13-2808480 | Advisory (Plan) | $22,104 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS. Service code 15 · EIN 31-6134953 440 MAMARONECK AVE. · HARRISON, NY 10528 | Recordkeeping | $11,487 |
MANLEY BURKE4 years Service code 29 · EIN 31-4758691 222 WEST COURT STREET · CINCINNATI, OH 45202 | Legal | $9,237 |
FRANK N HESTAND CPA PSC7+ years Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $6,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,783 | $106,236-71.0% | $112,228-72.6% | $64,808-52.5% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -12.11% | -6.02%-6.1pp | 27.45%-39.6pp | 32.82%-44.9pp |
| Employer contribution / active EE | $5,710 | $3,166+80.3% | $3,635+57.1% | $2,506+127.9% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $273 | $452-39.6% | $6,410-95.7% | $188+45.3% |