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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $257,534 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $77,998 |
BPM LLP2 years Service code 10 · EIN 81-4234542 | Accounting | $19,660 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,829 | $119,446+50.6% | $150,045+19.8% | $85,563+110.2% |
| Participation rate | 86.5% | 75.4%+11.1pp | 82.3%+4.2pp | 66.0%+20.5pp |
| Annual return | 13.62% | 23.72%-10.1pp | 62.55%-48.9pp | 31.51%-17.9pp |
| Employer contribution / active EE | $919 | $4,078-77.5% | $4,693-80.4% | $2,654-65.4% |
| Participant deferral / active EE | $9,954 | $7,985+24.7% | $7,997+24.5% | $4,375+127.5% |
| Admin fee / account holder | $600 | $548+9.6% | $13,435-95.5% | $834-28.1% |