See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $23,303 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 3438 PEACHTREE RD · ATLANTA, GA 30326 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,045 | $84,487-57.3% | $125,339-71.2% | $66,914-46.1% |
| Participation rate | 91.2% | 76.4%+14.8pp | 82.4%+8.9pp | 69.8%+21.4pp |
| Annual return | -9.76% | -8.39%-1.4pp | 572.05%-581.8pp | 1.58%-11.3pp |
| Employer contribution / active EE | $1,252 | $3,553-64.8% | $4,814-74.0% | $2,544-50.8% |
| Participant deferral / active EE | $8,308 | $6,781+22.5% | $7,446+11.6% | $4,237+96.1% |
| Admin fee / account holder | $205 | $685-70.0% | $10,010-97.9% | $593-65.4% |