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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $84,799 |
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $1,675 |
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 | $38,349 | $49,915-23.2% | $154,803-75.2% | $74,304-48.4% |
| Participation rate | 85.2% | 54.0%+31.2pp | 78.1%+7.1pp | 60.3%+24.8pp |
| Annual return | 11.70% | 34.06%-22.4pp | 58.88%-47.2pp | 29.43%-17.7pp |
| Employer contribution / active EE | $1,489 | $1,611-7.6% | $4,305-65.4% | $2,241-33.6% |
| Participant deferral / active EE | $3,373 | $2,255+49.6% | $5,540-39.1% | $3,767-10.5% |
| Admin fee / account holder | $384 | $2,189-82.4% | $14,329-97.3% | $2,969-87.1% |