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 RTRMT PLAN SERVICES Service code 15 690 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $71,814 |
BENESYS, INC.9 years Service code 13 3660 STUTZ DRIVE, STE 101 · CANFIELD, OH 44406 | Contract Administrator | $29,345 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL LLC Service code 16 531 W. MORSE BLVD · WINTER PARK, FL 32789 | Consulting | $22,500 |
YURCHYK & DAVIS CPA'S, INC.10+ years Service code 10 · EIN 34-1638235 | Accounting | $12,400 |
MACALA & PIATT, LLC10+ years Service code 29 601 S. MAIN ST. · NORTH CANTON, OH 44720 | Legal | $7,859 |
PLUMBERS & PIPEFITTERS 94 COMBINED10+ years Service code 15 · EIN 27-2373591 | Recordkeeping | $7,408 |
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 | $113,484 | $61,058+85.9% | $71,209+59.4% | $85,563+32.6% |
| Participation rate | 100.0% | 58.6%+41.4pp | 73.8%+26.2pp | 66.0%+34.0pp |
| Annual return | 7.19% | 100.41%-93.2pp | 282.51%-275.3pp | 31.51%-24.3pp |
| Employer contribution / active EE | $7,276 | $2,199+231.0% | $2,721+167.4% | $2,654+174.2% |
| Participant deferral / active EE | $0 | $3,173-100.0% | $4,175-100.0% | $4,375-100.0% |
| Admin fee / account holder | $274 | $855-67.9% | $5,349-94.9% | $834-67.1% |