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 | $226,037 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $38,999 |
O'DONOGHUE & O'DONOGHUE7 years Service code 29 · EIN 53-0120528 | Legal | $27,539 |
CALIBRE CPA GROUP PLLC6 years Service code 10 · EIN 47-0900880 | Accounting | $17,710 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,569 | $241,101-68.7% | $103,333-26.9% | $199,593-62.1% |
| Participation rate | 84.6% | 78.3%+6.4pp | 74.5%+10.1pp | 72.0%+12.7pp |
| Annual return | 13.48% | 17.80%-4.3pp | 24.88%-11.4pp | 34.25%-20.8pp |
| Employer contribution / active EE | $4,716 | $4,244+11.1% | $3,868+21.9% | $3,034+55.4% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $248 | $288-13.9% | $8,355-97.0% | $269-7.9% |