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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $228,655 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 27 20 WILLIAM STREET · WELLESLEY, MA 02481 | Advisory (Plan) | $95,000 |
PRICEWATERHOUSECOOPERS LLP10+ years Service code 10 · EIN 13-4008324 | Accounting | $53,519 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $351,616 | $122,186+187.8% | $146,958+139.3% | $199,593+76.2% |
| Participation rate | 99.5% | 78.3%+21.3pp | 82.2%+17.4pp | 72.0%+27.6pp |
| Annual return | 12.86% | 30.56%-17.7pp | 418.34%-405.5pp | 34.25%-21.4pp |
| Employer contribution / active EE | $11,815 | $4,093+188.7% | $4,933+139.5% | $3,034+289.4% |
| Participant deferral / active EE | $18,307 | $8,502+115.3% | $8,070+126.9% | $5,087+259.9% |
| Admin fee / account holder | $112 | $179-37.2% | $12,998-99.1% | $269-58.2% |