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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $294,714 |
LEGACY PROFESSIONALS LLP11+ years Service code 10 · EIN 32-0043599 | Accounting | $157,581 |
P. E. FLASCH7 years Service code 14 · EIN 36-4108124 | Plan Administrator | $105,514 |
L. GILLUND10+ years Service code 30 · EIN 36-4108124 | Employee (plan) | $94,594 |
Filed as: BRIDGEWAY BENEFIT TECHNOLOGIES, LLC Service code 49 · EIN 52-1796473 | Other Services | $90,521 |
Filed as: BAUM SIGMAN AUERBACH & NEUMAN LTD Service code 29 · EIN 36-2744057 | Legal | $81,628 |
PREMIER TECHNOLOGY SOLUTIONS2 years Service code 49 · EIN 13-3933805 | Other Services | $78,874 |
FIDUCIENT ADVISORS LLC5 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $78,679 |
E. FERREE8 years Service code 30 · EIN 36-4108124 | Employee (plan) | $74,553 |
S. MONAHAN11+ years Service code 30 · EIN 36-4108124 | Employee (plan) | $66,486 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,557 | $117,739+7.5% | $107,525+17.7% | $117,739+7.5% |
| Participation rate | 100.0% | 76.6%+23.4pp | 75.1%+24.9pp | 76.6%+23.4pp |
| Annual return | 14.91% | 17.29%-2.4pp | 181.32%-166.4pp | 17.29%-2.4pp |
| Employer contribution / active EE | $6,064 | $3,746+61.9% | $3,754+61.6% | $3,746+61.9% |
| Participant deferral / active EE | $0 | $6,128-100.0% | $5,116-100.0% | $6,128-100.0% |
| Admin fee / account holder | $272 | $112+143.6% | $8,919-96.9% | $112+143.6% |