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 | $28,935 |
NEXT LEVEL PLANNING5 years Service code 16 · EIN 39-2041898 325 N. CORPORATION DRIVE · BROOKFIELD, WI 53045 | Consulting | $26,327 |
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 | $82,534 | $76,050+8.5% | $96,544-14.5% | $71,457+15.5% |
| Participation rate | 93.7% | 74.4%+19.2pp | 76.0%+17.7pp | 67.9%+25.7pp |
| Annual return | 20.31% | 22.81%-2.5pp | 25.84%-5.5pp | 28.85%-8.5pp |
| Employer contribution / active EE | $1,469 | $2,244-34.6% | $2,965-50.5% | $2,588-43.2% |
| Participant deferral / active EE | $8,273 | $4,215+96.3% | $4,851+70.6% | $4,289+92.9% |
| Admin fee / account holder | $400 | $2,707-85.2% | $8,252-95.1% | $1,587-74.8% |