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 SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $93,716 |
Filed as: ALERA INVESTMENT Service code 27 3 PARKWAY NORTH · DEERFIELD, IL 60015 | Advisory (Plan) | $29,251 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,733 | $76,173+13.9% | $81,382+6.6% | $199,593-56.5% |
| Participation rate | 97.0% | 76.3%+20.7pp | 69.5%+27.5pp | 72.0%+25.0pp |
| Annual return | 14.34% | 15.59%-1.2pp | 24.73%-10.4pp | 34.25%-19.9pp |
| Employer contribution / active EE | $4,737 | $2,792+69.7% | $2,463+92.4% | $3,034+56.1% |
| Participant deferral / active EE | $4,634 | $4,201+10.3% | $3,883+19.3% | $5,087-8.9% |
| Admin fee / account holder | $40 | $146-72.4% | $5,768-99.3% | $269-85.0% |