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 6-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 SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $141,106 |
Filed as: ALERA INVESTMENTS Service code 27 THREE PARKWAY NORTH · DEERFIELD, IL 60015 | Advisory (Plan) | $8,976 |
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 | $65,969 | $61,756+6.8% | $70,092-5.9% | $77,904-15.3% |
| Participation rate | 82.4% | 79.9%+2.6pp | 70.5%+12.0pp | 73.7%+8.8pp |
| Annual return | 23.80% | -11.86%+35.7pp | 190.73%-166.9pp | 12.21%+11.6pp |
| Employer contribution / active EE | $5,011 | $2,706+85.2% | $2,559+95.8% | $2,848+76.0% |
| Participant deferral / active EE | $6,021 | $3,977+51.4% | $3,849+56.5% | $4,806+25.3% |
| Admin fee / account holder | $101 | $101-0.4% | $6,267-98.4% | $133-23.9% |