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 SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $167,706 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $34,000 |
O'DONOGHUE & O'DONOGHUE1 year Service code 29 · EIN 53-0120528 | Legal | $23,481 |
SALTER & COMPANY, LLC4+ years Filed as: SALTER & COMPANY Service code 10 · EIN 20-8078757 | Accounting | $13,231 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE Service code 22 | Insurance Broker | $1,587 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,648 | $60,396-34.4% | $83,848-52.7% | $75,289-47.3% |
| Participation rate | 90.0% | 80.7%+9.3pp | 76.1%+13.9pp | 72.4%+17.6pp |
| Annual return | -4.10% | 3.84%-7.9pp | 850.88%-855.0pp | -0.04%-4.1pp |
| Employer contribution / active EE | $2,813 | $3,343-15.8% | $3,631-22.5% | $2,405+17.0% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $170 | $141+20.7% | $5,478-96.9% | $102+66.6% |