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 | $119,168 |
Service code 27 2850 GOLF ROAD · ROLLING MEADOWS, IL 60008 | Advisory (Plan) | $57,569 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,668 | $95,274-27.9% | $135,903-49.5% | $74,419-7.7% |
| Participation rate | 70.0% | 78.2%-8.2pp | 81.9%-11.9pp | 70.7%-0.7pp |
| Annual return | 16.72% | 32.77%-16.1pp | 68.23%-51.5pp | 34.38%-17.7pp |
| Employer contribution / active EE | $2,492 | $3,874-35.7% | $4,856-48.7% | $2,637-5.5% |
| Participant deferral / active EE | $5,084 | $7,782-34.7% | $7,758-34.5% | $4,528+12.3% |
| Admin fee / account holder | $295 | $266+10.9% | $10,762-97.3% | $348-15.2% |