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 COMPANY11+ years Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $71,134 |
EPIC RETIREMENT PLAN SERVICES11+ years Filed as: PPG RETIREMENT PLAN SERVICES Service code 15 · EIN 39-1915811 5117 GREEN BAY ROAD, STE B · KENOSHA, WI 53144 | Recordkeeping | $5,935 |
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 | $105,383 | $80,673+30.6% | $101,326+4.0% | $84,808+24.3% |
| Participation rate | 74.7% | 77.8%-3.0pp | 81.5%-6.8pp | 68.3%+6.4pp |
| Annual return | 14.15% | 38.95%-24.8pp | 36.82%-22.7pp | 40.90%-26.7pp |
| Employer contribution / active EE | $673 | $2,698-75.0% | $3,665-81.6% | $2,631-74.4% |
| Participant deferral / active EE | $4,077 | $6,840-40.4% | $7,994-49.0% | $4,212-3.2% |
| Admin fee / account holder | $593 | $12,784-95.4% | $11,185-94.7% | $7,344-91.9% |