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 SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $67,697 |
KPMG LLP1+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $53,750 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 15 · EIN 52-2206685 | Recordkeeping | $20,237 |
FORVIS MAZARS, LLP1+ years Filed as: WEISERMAZARS LLP Service code 10 · EIN 13-1459550 | Accounting | $7,500 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,752 | $75,760+35.6% | $123,104-16.5% | $59,188+73.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 86.8%+13.2pp | 69.4%+30.6pp |
| Annual return | 0.08% | 2.93%-2.8pp | 13.22%-13.1pp | 5.51%-5.4pp |
| Employer contribution / active EE | $7,709 | $3,415+125.7% | $5,151+49.7% | $2,098+267.5% |
| Participant deferral / active EE | $10,216 | $5,000+104.3% | $6,230+64.0% | $3,265+212.9% |
| Admin fee / account holder | $95 | $61+55.8% | $9,015-98.9% | $92+2.6% |