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 SVC Service code 15 · EIN 01-0233346 | Recordkeeping | $85,440 |
VERUS2 years Filed as: VERUS ADVISORY, INC Service code 17 · EIN 91-1320111 | Pension Consulting | $45,000 |
Service code 14 · EIN 46-4942970 | Plan Administrator | $34,788 |
KELLEY LAW GROUP2 years Service code 29 3800 N CENTRAL AVE STE 530 · PHOENIX, AZ 85012 | Legal | $27,719 |
THE SEGAL COMPANY10+ years Service code 17 · EIN 94-1503999 | Pension Consulting | $26,319 |
MILLER KAPLAN ARASE LLP1 year Service code 10 · EIN 95-2036255 | Accounting | $21,500 |
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 | $24,989 | $122,693-79.6% | $184,203-86.4% | $199,593-87.5% |
| Participation rate | 100.0% | 86.8%+13.2pp | 86.8%+13.2pp | 72.0%+28.0pp |
| Annual return | 9.64% | 143.91%-134.3pp | 28.81%-19.2pp | 34.25%-24.6pp |
| Employer contribution / active EE | $1,763 | $4,584-61.6% | $6,427-72.6% | $3,034-41.9% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $9,131-100.0% | $5,087-100.0% |
| Admin fee / account holder | $148 | $121+22.7% | $13,901-98.9% | $269-45.0% |