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 | $219,698 |
Filed as: ALERA INVESTMENTS Service code 27 THREE PARKWAY NORTH · DEERFIELD, IL 60015 | Advisory (Plan) | $12,301 |
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 | $87,063 | $76,173+14.3% | $81,382+7.0% | $199,593-56.4% |
| Participation rate | 90.4% | 76.3%+14.1pp | 69.5%+20.9pp | 72.0%+18.4pp |
| Annual return | 17.60% | 15.59%+2.0pp | 24.73%-7.1pp | 34.25%-16.6pp |
| Employer contribution / active EE | $5,697 | $2,792+104.0% | $2,463+131.3% | $3,034+87.8% |
| Participant deferral / active EE | $6,458 | $4,201+53.7% | $3,883+66.3% | $5,087+27.0% |
| Admin fee / account holder | $123 | $146-15.5% | $5,768-97.9% | $269-54.1% |