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 RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $229,378 |
Filed as: ALERA INVESTMENT Service code 27 3 PARKWAY NORTH · DEERFIELD, IL 60015 | Advisory (Plan) | $8,850 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,503 | $89,178+6.0% | $91,541+3.2% | $102,872-8.1% |
| Participation rate | 96.7% | 79.7%+17.1pp | 69.8%+27.0pp | 73.0%+23.7pp |
| Annual return | 14.67% | 14.52%+0.2pp | 20.50%-5.8pp | 19.06%-4.4pp |
| Employer contribution / active EE | $4,979 | $3,455+44.1% | $2,505+98.8% | $3,526+41.2% |
| Participant deferral / active EE | $4,846 | $4,657+4.1% | $4,008+20.9% | $5,535-12.5% |
| Admin fee / account holder | $105 | $134-21.7% | $6,956-98.5% | $292-64.1% |