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 SVS Service code 15 · EIN 01-0233346 | Recordkeeping | $472,295 |
HSBA9 years Service code 13 · EIN 94-3089465 | Contract Administrator | $338,496 |
MORGAN STANLEY SMITH BARNEY9 years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $100,000 |
SALTZMAN & JOHNSON10+ years Filed as: SALTZMAN AND JOHNSON Service code 29 · EIN 94-2376174 | Legal | $45,285 |
EIDE BAILLY LLP6 years Service code 10 · EIN 45-0250958 | Accounting | $30,000 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 23 · EIN 46-0619194 | Insurance services; Insurance brokera... | $11,313 |
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 | $42,914 | $86,936-50.6% | $103,333-58.5% | $99,062-56.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 74.5%+25.5pp | 71.6%+28.4pp |
| Annual return | 8.53% | 14.99%-6.5pp | 24.88%-16.3pp | 17.66%-9.1pp |
| Employer contribution / active EE | $8,155 | $3,925+107.7% | $3,868+110.8% | $3,262+150.0% |
| Participant deferral / active EE | $0 | $3,825-100.0% | $5,057-100.0% | $5,331-100.0% |
| Admin fee / account holder | $157 | $140+12.0% | $8,355-98.1% | $109+44.2% |