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 SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $54,971 |
HR BENEFIT ADVISORS, LTD4+ years Service code 27 200 MILL STREET, SUITE 400 · ROCHESTER, NY 14614 | Advisory (Plan) | $17,000 |
BONADIO & CO., LLP4+ years Filed as: BONADIO & COMPANY, LLP Service code 10 · EIN 16-1131146 | Accounting | $9,980 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,813 | $77,559-12.6% | $68,793-1.4% | $75,289-9.9% |
| Participation rate | 98.8% | 78.3%+20.5pp | 72.2%+26.6pp | 72.4%+26.4pp |
| Annual return | -3.64% | -1.01%-2.6pp | -4.63%+1.0pp | -0.04%-3.6pp |
| Employer contribution / active EE | $3,626 | $1,993+82.0% | $2,625+38.1% | $2,405+50.8% |
| Participant deferral / active EE | $3,281 | $3,128+4.9% | $3,311-0.9% | $3,739-12.2% |
| Admin fee / account holder | $46 | $90-49.5% | $5,131-99.1% | $102-55.4% |