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 4-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 SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $151,195 |
BONADIO & CO., LLP3 years Service code 10 · EIN 16-1131146 | Accounting | $29,250 |
BLITMAN & KING4+ years Service code 29 · EIN 16-1047304 | Legal | $21,232 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 15 · EIN 11-3658445 | Recordkeeping | $19,906 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,818 | $241,101-95.1% | $103,374-88.6% | $199,768-94.1% |
| Participation rate | 89.7% | 78.3%+11.4pp | 74.5%+15.2pp | 72.0%+17.7pp |
| Annual return | 9.64% | 17.80%-8.2pp | 24.89%-15.2pp | 34.26%-24.6pp |
| Employer contribution / active EE | $3,939 | $4,244-7.2% | $3,869+1.8% | $3,037+29.7% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,058-100.0% | $5,090-100.0% |
| Admin fee / account holder | $98 | $288-66.0% | $8,394-98.8% | $269-63.6% |