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 | $69,273 |
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 | $97,846 | $72,607+34.8% | $90,749+7.8% | $66,914+46.2% |
| Participation rate | 95.1% | 73.7%+21.5pp | 75.7%+19.4pp | 69.8%+25.3pp |
| Annual return | -16.02% | -12.28%-3.7pp | -12.16%-3.9pp | 1.58%-17.6pp |
| Employer contribution / active EE | $3,408 | $2,369+43.9% | $2,921+16.7% | $2,544+34.0% |
| Participant deferral / active EE | $6,795 | $3,977+70.8% | $4,564+48.9% | $4,237+60.4% |
| Admin fee / account holder | $345 | $707-51.3% | $8,445-95.9% | $593-41.9% |