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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $218,768 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGT CO Service code 27 611 E. WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $60,119 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,738 | $160,882-70.9% | $200,582-76.7% | $102,872-54.6% |
| Participation rate | 93.0% | 91.2%+1.8pp | 86.9%+6.1pp | 73.0%+20.0pp |
| Annual return | 15.11% | 18.15%-3.0pp | 42.33%-27.2pp | 19.06%-4.0pp |
| Employer contribution / active EE | $0 | $5,602-100.0% | $6,419-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $4,021 | $9,300-56.8% | $9,331-56.9% | $5,535-27.4% |
| Admin fee / account holder | $159 | $125+27.1% | $16,305-99.0% | $292-45.7% |