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 | $22,280 |
WOODBURY FINANCIAL SERVICES8+ years Filed as: WOODBURY FIN SVCS INC Service code 27 · EIN 41-0944586 | Advisory (Plan) | $21,065 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,886 | $71,883-15.3% | $86,677-29.8% | $68,494-11.1% |
| Participation rate | 97.9% | 72.2%+25.7pp | 76.6%+21.3pp | 67.9%+30.0pp |
| Annual return | -12.74% | 3.52%-16.3pp | 35.91%-48.6pp | -7.84%-4.9pp |
| Employer contribution / active EE | $2,831 | $2,173+30.3% | $2,836-0.2% | $2,596+9.0% |
| Participant deferral / active EE | $5,257 | $3,779+39.1% | $4,656+12.9% | $4,027+30.6% |
| Admin fee / account holder | $336 | $6,112-94.5% | $7,493-95.5% | $5,403-93.8% |