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 COMPANY11+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $79,409 |
Service code 27 · EIN 30-0132728 | Advisory (Plan) | $7,274 |
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 04-3015875 | Recordkeeping | $2,065 |
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 | $128,169 | $66,098+93.9% | $101,794+25.9% | $74,304+72.5% |
| Participation rate | 79.8% | 53.8%+26.0pp | 69.2%+10.6pp | 60.3%+19.4pp |
| Annual return | 18.26% | 19.59%-1.3pp | 30.53%-12.3pp | 29.43%-11.2pp |
| Employer contribution / active EE | $3,081 | $1,082+184.8% | $2,289+34.6% | $2,241+37.5% |
| Participant deferral / active EE | $7,362 | $2,781+164.7% | $4,084+80.3% | $3,767+95.4% |
| Admin fee / account holder | $541 | $4,146-86.9% | $8,777-93.8% | $2,969-81.8% |