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 LIFE INSURANCE Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $65,026 |
EPIC RETIREMENT PLAN SERVICES10+ years Filed as: PPG RETIREMENT PLAN SERVICES Service code 15 · EIN 39-1915811 5117 GREEN BAY ROAD, STE B · KENOSHA, WI 53144 | Recordkeeping | $6,713 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,767 | $79,013+13.6% | $100,391-10.6% | $74,495+20.5% |
| Participation rate | 75.6% | 79.5%-3.9pp | 81.5%-5.9pp | 67.2%+8.4pp |
| Annual return | 11.69% | 20.41%-8.7pp | 49.20%-37.5pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $587 | $3,021-80.6% | $3,942-85.1% | $2,623-77.6% |
| Participant deferral / active EE | $3,576 | $7,760-53.9% | $8,082-55.8% | $4,346-17.7% |
| Admin fee / account holder | $481 | $1,320-63.5% | $7,899-93.9% | $1,942-75.2% |