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 | $106,351-86.2% | $105,223-86.0% | $103,975-85.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 75.0%+25.0pp | 72.5%+27.5pp |
| Annual return | 9.44% | 11.69%-2.2pp | 180.65%-171.2pp | 19.41%-10.0pp |
| Employer contribution / active EE | $3,324 | $5,336-37.7% | $3,689-9.9% | $3,722-10.7% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $5,072-100.0% | $5,343-100.0% |
| Admin fee / account holder | $119 | $316-62.3% | $8,859-98.7% | $332-64.2% |