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 |
|---|---|---|
Service code 27 707 SKOKIE BLVD · NORTHBROOK, IL 60062 | Advisory (Plan) | $19,625 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $14,786 |
Filed as: FIFTH THIRD BANK RETIREMENT SRVCS Service code 25 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Directed Trustee | $12,909 |
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 | $98,198 | $89,652+9.5% | $141,162-30.4% | $65,185+50.6% |
| Participation rate | 73.9% | 74.7%-0.8pp | 82.5%-8.6pp | 70.2%+3.7pp |
| Annual return | 21.91% | 32.79%-10.9pp | 71.39%-49.5pp | 29.38%-7.5pp |
| Employer contribution / active EE | $3,288 | $3,065+7.3% | $4,735-30.6% | $2,177+51.1% |
| Participant deferral / active EE | $7,511 | $5,691+32.0% | $6,709+12.0% | $3,514+113.8% |
| Admin fee / account holder | $280 | $569-50.7% | $10,261-97.3% | $847-66.9% |