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 | $63,999 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,012 | $61,272-51.0% | $149,673-79.9% | $71,457-58.0% |
| Participation rate | 84.9% | 62.5%+22.4pp | 78.8%+6.2pp | 67.9%+17.0pp |
| Annual return | 10.97% | 35.85%-24.9pp | 134.42%-123.4pp | 28.85%-17.9pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,591 | $2,917-11.2% | $5,680-54.4% | $4,289-39.6% |
| Admin fee / account holder | $307 | $1,261-75.7% | $13,210-97.7% | $1,587-80.7% |