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 Service code 15 · EIN 01-0233346 | Recordkeeping | $74,735 |
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 | $130,095 | $79,428+63.8% | $106,548+22.1% | $79,386+63.9% |
| Participation rate | 93.4% | 74.1%+19.3pp | 76.1%+17.3pp | 70.7%+22.7pp |
| Annual return | 17.00% | 18.27%-1.3pp | 26.80%-9.8pp | 116.85%-99.9pp |
| Employer contribution / active EE | $3,211 | $2,234+43.7% | $2,819+13.9% | $2,427+32.3% |
| Participant deferral / active EE | $6,405 | $3,823+67.6% | $4,398+45.6% | $4,046+58.3% |
| Admin fee / account holder | $366 | $523-30.0% | $7,407-95.1% | $626-41.5% |