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 4-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 SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $26,221 |
LWM ADVISORY SERVICES1 year Filed as: LWM ADVISORY SERVICES, LLC Service code 27 · EIN 47-1045931 | Advisory (Plan) | $16,643 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,418 | $51,045-18.9% | $70,515-41.3% | $71,457-42.0% |
| Participation rate | 92.0% | 59.4%+32.6pp | 68.3%+23.7pp | 67.9%+24.1pp |
| Annual return | 18.50% | 42.63%-24.1pp | 32.77%-14.3pp | 28.85%-10.3pp |
| Employer contribution / active EE | $1,031 | $1,790-42.4% | $2,973-65.3% | $2,588-60.2% |
| Participant deferral / active EE | $4,692 | $3,026+55.0% | $4,567+2.7% | $4,289+9.4% |
| Admin fee / account holder | $186 | $1,994-90.7% | $6,412-97.1% | $1,587-88.3% |