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 | $31,663 |
LWM ADVISORY SERVICES2 years Filed as: LWM ADVISORY SERVICES, LLC Service code 27 · EIN 47-1045931 | Advisory (Plan) | $19,787 |
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 | $48,189 | $54,517-11.6% | $75,972-36.6% | $74,495-35.3% |
| Participation rate | 90.8% | 60.3%+30.5pp | 69.1%+21.8pp | 67.2%+23.6pp |
| Annual return | 14.21% | 31.82%-17.6pp | 359.55%-345.3pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $1,076 | $1,777-39.5% | $2,685-59.9% | $2,623-59.0% |
| Participant deferral / active EE | $5,103 | $3,066+66.5% | $4,255+19.9% | $4,346+17.4% |
| Admin fee / account holder | $213 | $2,229-90.4% | $6,467-96.7% | $1,942-89.0% |