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 | $186,765 |
O'DONOGHUE & O'DONOGHUE3 years Service code 29 · EIN 53-0120528 | Legal | $48,621 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $34,000 |
CALIBRE CPA GROUP PLLC2 years Service code 10 · EIN 47-0900880 | Accounting | $14,605 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,350 | $81,719-27.4% | $101,248-41.4% | $90,288-34.3% |
| Participation rate | 87.2% | 80.7%+6.5pp | 75.8%+11.4pp | 73.4%+13.9pp |
| Annual return | 22.82% | 337.64%-314.8pp | 46.47%-23.6pp | 53.97%-31.1pp |
| Employer contribution / active EE | $3,481 | $3,622-3.9% | $3,660-4.9% | $2,524+37.9% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,232-100.0% |
| Admin fee / account holder | $193 | $162+19.4% | $5,945-96.8% | $114+69.4% |