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 | $85,515+114.5% | $112,040+63.7% | $67,986+169.8% |
| Participation rate | 94.4% | 68.2%+26.2pp | 76.5%+17.9pp | 57.2%+37.2pp |
| Annual return | 16.92% | 29.68%-12.8pp | 24.52%-7.6pp | 31.67%-14.7pp |
| Employer contribution / active EE | $1,738 | $2,191-20.7% | $2,954-41.2% | $2,019-13.9% |
| Participant deferral / active EE | $8,172 | $4,014+103.6% | $5,098+60.3% | $3,358+143.4% |
| Admin fee / account holder | $1,422 | $3,774-62.3% | $12,098-88.2% | $3,203-55.6% |