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 | $85,216 |
GROUP ADMINISTRATORS, LTD.9+ years Service code 13 · EIN 36-3381052 953 AMERICAN LANE · SCHAUMBURG, IL 60173 | Contract Administrator | $42,000 |
CALIBRE CPA GROUP PLLC9+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 230 WEST MONROE STREET SUITE 310 · CHICAGO, IL 60606 | Accounting | $34,951 |
AON CONSULTING9+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 4 OVERLOOK POINT · LINCOLNSHIRE, IL 600694302 | Actuarial | $29,513 |
Filed as: BAUM SIGMAN AUERBACH & NEUMAN Service code 29 · EIN 36-2744057 200 W ADAMS STREET · CHICAGO, IL 60601 | Legal | $13,544 |
MARQUETTE ASSOCIATES9+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 16 · EIN 36-3485298 180 N LASALLE ST · CHICAGO, IL 60601 | Consulting | $10,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,157 | $241,101-50.6% | $103,333+15.3% | $199,593-40.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 14.99% | 17.80%-2.8pp | 24.88%-9.9pp | 34.25%-19.3pp |
| Employer contribution / active EE | $10,363 | $4,244+144.2% | $3,868+167.9% | $3,034+241.5% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $216 | $288-25.0% | $8,355-97.4% | $269-19.8% |