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 LIFE INSURNCE COMPANY Service code 15 · EIN 01-0233346 | Recordkeeping | $1,717 |
NATIONWIDE1 year Service code 15 · EIN 31-4156830 | Recordkeeping | $450 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
NATIONWIDE1 year Filed as: NATIONWIDE PLANNING ASSOCIATES Service code 71 115 W CENTURY RD STE 360 · PARAMUS, NJ 076520000 | Brokerage Fees | $0 |
NPA ASSET MANAGEMENT1 year Filed as: NPA AGENCY INC Service code 71 115 W CENTURY RD STE 360 · PARAMUS, NJ 076520000 | Brokerage Fees | $0 |
Service code 14 · EIN 66-0708309 | Plan Administrator | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,504 | $98,982-62.1% | $162,163-76.9% | $65,185-42.5% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 14.22% | 24.84%-10.6pp | 115.59%-101.4pp | 29.38%-15.2pp |
| Employer contribution / active EE | $2,089 | $3,467-39.7% | $5,614-62.8% | $2,177-4.0% |
| Participant deferral / active EE | $1,463 | $5,384-72.8% | $7,298-80.0% | $3,514-58.4% |
| Admin fee / account holder | $334 | $596-44.1% | $10,843-96.9% | $847-60.6% |