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 RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $42,501 |
NFP RETIREMENT INC6 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $28,309 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
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 | $107,011 | $72,607+47.4% | $90,749+17.9% | $66,914+59.9% |
| Participation rate | 46.2% | 73.7%-27.5pp | 75.7%-29.5pp | 69.8%-23.6pp |
| Annual return | -14.82% | -12.28%-2.5pp | -12.16%-2.7pp | 1.58%-16.4pp |
| Employer contribution / active EE | $486 | $2,369-79.5% | $2,921-83.4% | $2,544-80.9% |
| Participant deferral / active EE | $3,332 | $3,977-16.2% | $4,564-27.0% | $4,237-21.3% |
| Admin fee / account holder | $770 | $707+8.8% | $8,445-90.9% | $593+29.7% |