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 | $82,586 |
BONADIO & CO., LLP7+ years Filed as: BONADIO & COMPANY, LLP Service code 10 · EIN 16-1131146 | Accounting | $11,400 |
HR BENEFIT ADVISOR1 year Service code 27 208 MILL STREET SUITE 400 · ROCHESTER, NY 14614 | Advisory (Plan) | $9,120 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,475 | $77,197+30.2% | $86,874+15.7% | $93,030+8.0% |
| Participation rate | 96.4% | 78.2%+18.2pp | 71.6%+24.8pp | 73.9%+22.5pp |
| Annual return | 14.33% | 16.31%-2.0pp | 63.52%-49.2pp | 158.70%-144.4pp |
| Employer contribution / active EE | $4,373 | $2,514+73.9% | $2,495+75.3% | $2,706+61.6% |
| Participant deferral / active EE | $4,359 | $3,831+13.8% | $3,699+17.8% | $4,562-4.5% |
| Admin fee / account holder | $54 | $105-48.1% | $5,828-99.1% | $152-64.1% |