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 Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $750 |
Filed as: NORTHWESTERN MUTUAL INVESTMT SVC Service code 22 611 E. WISCONSIN AVE · MILWAUKEE, WI 53202 | Insurance Broker | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,075 | $65,376+118.8% | $87,100+64.3% | $65,185+119.5% |
| Participation rate | 99.1% | 75.3%+23.8pp | 76.9%+22.3pp | 70.2%+28.9pp |
| Annual return | 19.76% | 31.27%-11.5pp | 28.19%-8.4pp | 29.38%-9.6pp |
| Employer contribution / active EE | $4,643 | $1,822+154.8% | $2,521+84.2% | $2,177+113.3% |
| Participant deferral / active EE | $5,085 | $3,388+50.1% | $4,049+25.6% | $3,514+44.7% |
| Admin fee / account holder | $346 | $520-33.4% | $7,497-95.4% | $847-59.1% |