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 |
|---|---|---|
NEXT LEVEL PLANNING6 years Service code 16 · EIN 39-2041898 325 N. CORPORATION DRIVE · BROOKFIELD, WI 53045 | Consulting | $33,745 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $32,853 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,181 | $79,171+10.1% | $102,423-14.9% | $74,495+17.0% |
| Participation rate | 97.4% | 74.8%+22.6pp | 76.5%+20.9pp | 67.2%+30.2pp |
| Annual return | 17.10% | 54.93%-37.8pp | 29.32%-12.2pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $1,564 | $2,362-33.8% | $3,023-48.3% | $2,623-40.4% |
| Participant deferral / active EE | $8,716 | $4,415+97.4% | $5,053+72.5% | $4,346+100.6% |
| Admin fee / account holder | $395 | $2,001-80.3% | $9,451-95.8% | $1,942-79.7% |