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 | $85,676 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $64,577 |
Service code 27 2850 GOLF ROAD · ROLLING MEADOWS, IL 60008 | Advisory (Plan) | $14,413 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,000 | $101,317-24.0% | $146,958-47.6% | $74,495+3.4% |
| Participation rate | 67.7% | 75.5%-7.9pp | 82.2%-14.5pp | 67.2%+0.5pp |
| Annual return | -21.43% | 8730.91%-8752.3pp | 418.34%-439.8pp | 1364.94%-1386.4pp |
| Employer contribution / active EE | $3,108 | $3,810-18.4% | $4,933-37.0% | $2,623+18.5% |
| Participant deferral / active EE | $6,304 | $7,303-13.7% | $8,070-21.9% | $4,346+45.1% |
| Admin fee / account holder | $476 | $1,739-72.6% | $12,998-96.3% | $1,942-75.5% |