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 6-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 RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $127,969 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $44,649 |
Service code 27 2850 GOLF ROAD · ROLLING MEADOWS, IL 60008 | Advisory (Plan) | $29,457 |
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 | $58,950 | $82,202-28.3% | $125,339-53.0% | $64,808-9.0% |
| Participation rate | 72.5% | 77.9%-5.4pp | 82.4%-9.9pp | 71.5%+1.0pp |
| Annual return | -16.02% | 3.48%-19.5pp | 572.05%-588.1pp | 32.82%-48.8pp |
| Employer contribution / active EE | $2,356 | $3,615-34.8% | $4,814-51.1% | $2,506-6.0% |
| Participant deferral / active EE | $4,786 | $7,175-33.3% | $7,446-35.7% | $4,310+11.0% |
| Admin fee / account holder | $309 | $163+89.3% | $10,010-96.9% | $188+64.5% |