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 COMPANY10+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $285,278 |
LOCKTON INVESTMENT ADVISORS, LLC10+ years Service code 27 DEPT 999224 · KANSAS CITY, ME 64121 | Advisory (Plan) | $70,035 |
BPM LLP1 year Service code 10 · EIN 81-4234542 | Accounting | $16,000 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,167 | $106,110+44.3% | $147,005+4.2% | $77,671+97.2% |
| Participation rate | 85.1% | 78.4%+6.7pp | 82.2%+3.0pp | 70.6%+14.5pp |
| Annual return | 13.89% | 56.77%-42.9pp | 418.76%-404.9pp | 31.21%-17.3pp |
| Employer contribution / active EE | $846 | $4,065-79.2% | $4,934-82.9% | $2,726-69.0% |
| Participant deferral / active EE | $9,248 | $7,992+15.7% | $8,070+14.6% | $4,648+99.0% |
| Admin fee / account holder | $590 | $338+74.8% | $13,006-95.5% | $430+37.2% |