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 | $29,340 |
NEXT LEVEL PLANNING3 years Service code 16 · EIN 39-2041898 325 N. CORPORATION DRIVE · BROOKFIELD, WI 53045 | Consulting | $22,893 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,689 | $86,286+7.4% | $111,297-16.7% | $85,850+8.0% |
| Participation rate | 94.9% | 73.3%+21.6pp | 77.3%+17.6pp | 69.3%+25.6pp |
| Annual return | 16.90% | 19.99%-3.1pp | 54.65%-37.8pp | 318.53%-301.6pp |
| Employer contribution / active EE | $1,191 | $2,043-41.7% | $2,731-56.4% | $2,565-53.6% |
| Participant deferral / active EE | $7,565 | $3,641+107.8% | $4,487+68.6% | $3,952+91.4% |
| Admin fee / account holder | $486 | $8,188-94.1% | $7,964-93.9% | $6,260-92.2% |