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 PLN SRV LLC Service code 15 · EIN 01-0233346 | Recordkeeping | $123,938 |
Service code 13 · EIN 20-0188125 | Contract Administrator | $34,000 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $22,500 |
ROMOLO & ASSOCIATES1 year Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $16,000 |
CAVANAGH & O'HARA9 years Service code 29 · EIN 37-1259635 | Legal | $13,847 |
Service code 10 · EIN 36-6121856 | Accounting | $13,215 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,723 | $103,641-85.8% | $107,525-86.3% | $102,872-85.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.1%+24.9pp | 73.0%+27.0pp |
| Annual return | 9.44% | 13.08%-3.6pp | 181.32%-171.9pp | 19.06%-9.6pp |
| Employer contribution / active EE | $3,324 | $5,096-34.8% | $3,754-11.4% | $3,526-5.7% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $119 | $276-56.9% | $8,919-98.7% | $292-59.2% |