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 7-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 Service code 15 · EIN 01-0233346 200 BERKELEY STREET · BOSTON, MA 02116 | Recordkeeping | $196,782 |
PREFERRED PENSION PLANNING3 years Filed as: PREFERRED PENSION PLANNING CORP. Service code 11 · EIN 22-3210058 991 ROUTE 22 WEST · BRIDGEWATER, NJ 08807 | Actuarial | $6,000 |
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 | $183,429 | $87,870+108.7% | $113,168+62.1% | $74,304+146.9% |
| Participation rate | 94.4% | 70.7%+23.6pp | 76.6%+17.8pp | 60.3%+34.0pp |
| Annual return | 16.92% | 26.44%-9.5pp | 24.27%-7.3pp | 29.43%-12.5pp |
| Employer contribution / active EE | $1,738 | $2,277-23.7% | $2,975-41.6% | $2,241-22.5% |
| Participant deferral / active EE | $8,172 | $4,241+92.7% | $5,107+60.0% | $3,767+116.9% |
| Admin fee / account holder | $1,422 | $3,368-57.8% | $12,068-88.2% | $2,969-52.1% |