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 | $209,730 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $42,500 |
O'DONOGHUE & O'DONOGHUE6 years Service code 29 · EIN 53-0120528 | Legal | $32,680 |
CALIBRE CPA GROUP PLLC5 years Service code 10 · EIN 47-0900880 | Accounting | $16,280 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,929 | $88,480-26.6% | $96,683-32.8% | $80,160-19.0% |
| Participation rate | 85.3% | 79.9%+5.4pp | 74.3%+11.0pp | 72.9%+12.4pp |
| Annual return | 18.01% | 22.53%-4.5pp | 35.69%-17.7pp | 40.38%-22.4pp |
| Employer contribution / active EE | $3,964 | $4,176-5.1% | $3,737+6.1% | $2,978+33.1% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $198 | $212-6.3% | $6,730-97.1% | $145+36.9% |