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 Service code 15 200 BERKELEY ST · BOSTON, MA 02116 | Recordkeeping | $82,209 |
INVESTMENT PERFORMANCE SERVICES6+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 7402 HODGSON MEMORIAL DR · SAVANNAH, GA 31406 | Advisory (Plan) | $30,000 |
KAREN AMARI6+ years Service code 30 · EIN 63-0880818 2828 FOURTH AVE S · BIRMINGHAM, AL 35233 | Employee (plan) | $23,094 |
DANIELS, IRWIN & AYLOR5 years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST, STE 112 · MADISON, TN 37115 | Accounting | $19,397 |
Filed as: QUINN, CONNOR, WEAVER, DAVIS LLP Service code 29 · EIN 45-1444874 2700 HIGHWAY 280 STE 380 · BIRMINGHAM, AL 35223 | Legal | $18,375 |
BENESYS, INC.4 years Filed as: INNOVATIVE SOFTWARE SOLUTIONS Service code 15 3000 S. LENOLA RD. · MAPLE SHADE, NJ 08052 | Recordkeeping | $7,337 |
Filed as: PRUDENTIAL RETIREMENT INS. & ANNUIT Service code 19 · EIN 06-1050034 280 TRUMBALL STREET · HARTFORD, CT 06103 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,007 | $91,517-35.5% | $101,248-41.7% | $73,409-19.6% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 8.08% | 17.17%-9.1pp | 46.47%-38.4pp | 59.29%-51.2pp |
| Employer contribution / active EE | $6,389 | $2,877+122.1% | $3,660+74.6% | $2,234+186.1% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $283 | $216+30.9% | $5,945-95.2% | $158+79.0% |