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 · EIN 01-0233346 690 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $40,606 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 500 W MADISON ST, STE 3855 · CHICAGO, IL 60661 | Advisory (Plan) | $25,000 |
CALIBRE CPA GROUP PLLC6+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 230 W MONROE ST, STE 310 · CHICAGO, IL 60606 | Accounting | $15,760 |
BENEFITS MANAGEMENT GROUP, INC.6+ years Service code 13 · EIN 20-0188125 1520 KENSINGTON, STE 200 · OAKBROOK, IL 60523 | Contract Administrator | $10,000 |
GREGORIO MARCO6+ years Service code 29 · EIN 36-4028033 2 N LASALLE SUITE 1650 · CHICAGO, IL 60602 | Legal | $9,844 |
Employer contribution per participant 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 | $43,230 | $111,491-61.2% | $189,513-77.2% | $86,799-50.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.8%+12.2pp | 72.3%+27.7pp |
| Annual return | 29.12% | 83.50%-54.4pp | 555.15%-526.0pp | 97.91%-68.8pp |
| Employer contribution / active EE | $1,243 | $3,951-68.5% | $6,162-79.8% | $2,405-48.3% |
| Participant deferral / active EE | $0 | $6,437-100.0% | $8,221-100.0% | $4,131-100.0% |
| Admin fee / account holder | $167 | $189-11.4% | $12,045-98.6% | $170-1.4% |