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 5-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 | $177,928 |
CREATIVE PLANNING LLC3 years Service code 27 · EIN 43-1270780 | Advisory (Plan) | $38,855 |
PLANTE & MORAN, PLLC4 years Service code 10 · EIN 33-1498605 | Accounting | $7,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $43,075 | $118,972-63.8% | $52,425-17.8% | $118,972-63.8% |
| Participation rate | 21.7% | 78.0%-56.3pp | 55.6%-33.9pp | 78.0%-56.3pp |
| Annual return | 17.07% | 15.19%+1.9pp | 302.12%-285.1pp | 15.19%+1.9pp |
| Employer contribution / active EE | $529 | $3,776-86.0% | $914-42.1% | $3,776-86.0% |
| Participant deferral / active EE | $1,144 | $6,017-81.0% | $1,790-36.1% | $6,017-81.0% |
| Admin fee / account holder | $139 | $127+9.7% | $2,495-94.4% | $127+9.7% |