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 | $68,247 |
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 | $28,773 | $65,061-55.8% | $143,757-80.0% | $66,914-57.0% |
| Participation rate | 82.9% | 65.2%+17.7pp | 80.3%+2.6pp | 69.8%+13.1pp |
| Annual return | -15.05% | -11.14%-3.9pp | -0.04%-15.0pp | 1.58%-16.6pp |
| Employer contribution / active EE | $2,323 | $2,361-1.6% | $4,951-53.1% | $2,544-8.7% |
| Participant deferral / active EE | $2,393 | $2,919-18.0% | $5,637-57.6% | $4,237-43.5% |
| Admin fee / account holder | $357 | $502-28.9% | $14,673-97.6% | $593-39.8% |