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 9-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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,040 |
Filed as: NORTHWESTERN MUTUAL Service code 26 · EIN 39-2018056 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,164 | $100,227+10.9% | $169,993-34.6% | $74,419+49.4% |
| Participation rate | 78.2% | 87.3%-9.1pp | 87.0%-8.8pp | 70.7%+7.5pp |
| Annual return | 21.55% | 66.08%-44.5pp | 53.37%-31.8pp | 34.38%-12.8pp |
| Employer contribution / active EE | $0 | $4,263-100.0% | $6,785-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $7,952 | $7,143+11.3% | $10,408-23.6% | $4,528+75.6% |
| Admin fee / account holder | $268 | $234+14.2% | $12,815-97.9% | $348-23.1% |