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 Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $26,796 |
NEXT LEVEL PLANNING2 years Service code 16 · EIN 39-2041898 325 N. CORPORATION DRIVE · BROOKFIELD, WI 53045 | Consulting | $16,807 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,323 | $78,422+3.7% | $95,952-15.2% | $79,858+1.8% |
| Participation rate | 94.7% | 73.5%+21.2pp | 77.1%+17.6pp | 69.6%+25.0pp |
| Annual return | 18.46% | 19.37%-0.9pp | 91.61%-73.2pp | 31.71%-13.3pp |
| Employer contribution / active EE | $1,354 | $1,945-30.4% | $2,541-46.7% | $2,471-45.2% |
| Participant deferral / active EE | $7,684 | $3,440+123.4% | $4,167+84.4% | $3,740+105.4% |
| Admin fee / account holder | $436 | $5,622-92.2% | $6,795-93.6% | $5,306-91.8% |