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 | Recordkeeping | $149,897 |
BAUM SIGMAN AUERBACH & NEUMAN, LTD10+ years Filed as: BAUM SIGMAN ETAL Service code 29 · EIN 36-2744057 | Legal | $83,644 |
DENISE BINGHAM4 years Service code 30 · EIN 36-3911499 | Employee (plan) | $47,827 |
KATIE EBY4 years Service code 30 · EIN 36-3911499 | Employee (plan) | $47,052 |
CALIBRE CPA GROUP PLLC10+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $46,410 |
Service code 49 · EIN 52-1796473 | Other Services | $25,250 |
THE SEGAL COMPANY10+ years Service code 17 · EIN 13-1975125 | Pension Consulting | $15,607 |
THE SEGAL COMPANY9 years Filed as: SEGAL SELECT INS. SERVICES Service code 22 · EIN 46-0619194 | Insurance Broker | $6,032 |
MORGAN STANLEY SMITH BARNEY2 years Service code 27 · EIN 11-3658445 | Advisory (Plan) | $5,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $151,812 | $103,641+46.5% | $107,525+41.2% | $102,872+47.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.1%+24.9pp | 73.0%+27.0pp |
| Annual return | 7.26% | 13.08%-5.8pp | 181.32%-174.1pp | 19.06%-11.8pp |
| Employer contribution / active EE | $8,610 | $5,096+68.9% | $3,754+129.4% | $3,526+144.1% |
| Participant deferral / active EE | $336 | $3,789-91.1% | $5,116-93.4% | $5,535-93.9% |
| Admin fee / account holder | $250 | $276-9.5% | $8,919-97.2% | $292-14.5% |