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 |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $78,505 |
Filed as: ALERA INVESTMENT Service code 27 3 PARKWAY NORTH · DEERFIELD, IL 60015 | Advisory (Plan) | $12,567 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,357 | $73,034+11.4% | $77,163+5.4% | $80,160+1.5% |
| Participation rate | 96.5% | 78.1%+18.3pp | 69.6%+26.9pp | 72.9%+23.5pp |
| Annual return | 15.52% | 18.56%-3.0pp | 37.87%-22.3pp | 40.38%-24.9pp |
| Employer contribution / active EE | $4,376 | $2,779+57.5% | $2,535+72.6% | $2,978+47.0% |
| Participant deferral / active EE | $4,188 | $4,140+1.2% | $3,833+9.3% | $5,017-16.5% |
| Admin fee / account holder | $41 | $104-60.8% | $5,472-99.3% | $145-71.9% |