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 SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $76,528 |
REDWOOD PENSIONS, LLC2 years Filed as: REDWOOD EMPIRE ELECTRIC WORKERS H&W Service code 99 · EIN 23-7071451 | Other Fees | $56,889 |
THE SEGAL COMPANY5 years Filed as: SEGAL ADVISORS Service code 17 · EIN 13-2646110 | Pension Consulting | $55,319 |
MILLER KAPLAN ARASE LLP6 years Service code 10 · EIN 95-2036255 | Accounting | $20,300 |
RAEL & LETSON8 years Service code 16 · EIN 94-1701048 | Consulting | $19,500 |
COMPLIANCE AUDIT SERVICES8 years Service code 10 · EIN 94-3134229 | Accounting | $15,989 |
Filed as: NEYHART ANDERSON Service code 29 · EIN 94-2576729 | Legal | $9,222 |
VINTAGE COMMUNICATIONS5 years Service code 99 · EIN 47-2450345 | Other Fees | $7,151 |
SALTZMAN & JOHNSON5 years Service code 29 5100 B1 CLAYTON ROAD STE 373 · CONCORD, GA 94521 | Legal | $5,767 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $323,998 | $95,880+237.9% | $107,525+201.3% | $85,563+278.7% |
| Participation rate | 94.8% | 70.1%+24.7pp | 75.1%+19.8pp | 66.0%+28.9pp |
| Annual return | 15.82% | 68.06%-52.2pp | 181.32%-165.5pp | 31.51%-15.7pp |
| Employer contribution / active EE | $12,788 | $3,812+235.5% | $3,754+240.7% | $2,654+381.9% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $324 | $1,025-68.4% | $8,919-96.4% | $834-61.2% |