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 | $213,583 |
O'DONOGHUE & O'DONOGHUE4 years Service code 29 · EIN 53-0120528 | Legal | $47,688 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $34,000 |
CALIBRE CPA GROUP PLLC3 years Service code 10 · EIN 47-0900880 | Accounting | $15,180 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,920 | $88,770-24.6% | $109,143-38.7% | $93,030-28.1% |
| Participation rate | 87.3% | 81.5%+5.8pp | 75.9%+11.4pp | 73.9%+13.4pp |
| Annual return | 12.33% | 60.64%-48.3pp | 25.75%-13.4pp | 158.70%-146.4pp |
| Employer contribution / active EE | $3,595 | $3,780-4.9% | $3,722-3.4% | $2,706+32.9% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,562-100.0% |
| Admin fee / account holder | $197 | $172+14.6% | $6,752-97.1% | $152+30.2% |