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 |
|---|---|---|
Service code 26 · EIN 27-2807213 | Advisory (Participants) | $24,479 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $275 |
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 | $65,343 | $73,102-10.6% | $123,544-47.1% | $56,287+16.1% |
| Participation rate | 83.1% | 74.3%+8.8pp | 82.3%+0.8pp | 69.9%+13.2pp |
| Annual return | -6.48% | 3.01%-9.5pp | 119.20%-125.7pp | -9.96%+3.5pp |
| Employer contribution / active EE | $2,457 | $2,977-17.5% | $4,628-46.9% | $2,111+16.4% |
| Participant deferral / active EE | $4,675 | $5,423-13.8% | $6,426-27.2% | $3,350+39.6% |
| Admin fee / account holder | $381 | $554-31.1% | $9,284-95.9% | $521-26.8% |