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 | $25,042 |
NEXT LEVEL PLANNING4 years Service code 16 · EIN 39-2041898 325 N. CORPORATION DRIVE · BROOKFIELD, WI 53045 | Consulting | $22,741 |
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 | $76,859 | $65,435+17.5% | $86,677-11.3% | $66,914+14.9% |
| Participation rate | 95.2% | 75.5%+19.8pp | 76.6%+18.7pp | 69.8%+25.4pp |
| Annual return | -16.94% | -10.89%-6.1pp | 35.91%-52.9pp | 1.58%-18.5pp |
| Employer contribution / active EE | $1,465 | $2,153-31.9% | $2,836-48.3% | $2,544-42.4% |
| Participant deferral / active EE | $8,208 | $4,100+100.2% | $4,656+76.3% | $4,237+93.7% |
| Admin fee / account holder | $405 | $642-36.9% | $7,493-94.6% | $593-31.7% |