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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $62,303 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,144 | $61,156-42.5% | $185,823-81.1% | $79,386-55.7% |
| Participation rate | 82.8% | 66.6%+16.2pp | 81.7%+1.1pp | 70.7%+12.1pp |
| Annual return | 25.53% | 19.45%+6.1pp | 122.05%-96.5pp | 116.85%-91.3pp |
| Employer contribution / active EE | $2,032 | $2,321-12.4% | $5,167-60.7% | $2,427-16.3% |
| Participant deferral / active EE | $2,137 | $2,789-23.4% | $5,568-61.6% | $4,046-47.2% |
| Admin fee / account holder | $366 | $710-48.4% | $16,237-97.7% | $626-41.6% |