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 |
|---|---|---|
WILSON-MCSHANE CORPORATION7 years Service code 14 · EIN 41-0956552 | Plan Administrator | $57,000 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $45,251 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $32,750 |
Filed as: SHUMAKER LOOP & KENDRICK LLP Service code 29 · EIN 34-4439491 | Legal | $12,896 |
LEGACY PROFESSIONALS LLP6 years Service code 10 · EIN 32-0043599 | Accounting | $11,750 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $361,530 | $82,917+336.0% | $103,333+249.9% | $77,643+365.6% |
| Participation rate | 95.6% | 71.6%+24.0pp | 74.5%+21.1pp | 70.6%+25.0pp |
| Annual return | 12.76% | 19.13%-6.4pp | 24.88%-12.1pp | 31.24%-18.5pp |
| Employer contribution / active EE | $23,939 | $3,552+574.0% | $3,868+518.9% | $2,726+778.2% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $287 | $638-55.1% | $8,355-96.6% | $430-33.4% |