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 45-3008106 | Recordkeeping | $32,908 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $25,000 |
CALIBRE CPA GROUP PLLC8+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $16,468 |
BENEFITS MANAGEMENT GROUP, INC.8+ years Service code 13 · EIN 20-0188125 | Contract Administrator | $10,000 |
GREGORIO MARCO1 year Filed as: GREGORIO STEC KLEIN & HOSE Service code 29 · EIN 36-4028033 | Legal | $5,050 |
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 | $37,337 | $92,971-59.8% | $96,683-61.4% | $74,419-49.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 11.74% | 37.49%-25.7pp | 35.69%-24.0pp | 34.38%-22.6pp |
| Employer contribution / active EE | $3,971 | $3,426+15.9% | $3,737+6.3% | $2,637+50.6% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $121 | $633-80.9% | $6,730-98.2% | $348-65.2% |