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) | $27,952 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $175 |
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 | $93,948 | $99,957-6.0% | $149,696-37.2% | $73,488+27.8% |
| Participation rate | 85.2% | 75.7%+9.5pp | 82.5%+2.8pp | 70.7%+14.6pp |
| Annual return | 15.71% | 53.87%-38.2pp | 276.60%-260.9pp | 28.51%-12.8pp |
| Employer contribution / active EE | $2,760 | $3,191-13.5% | $4,644-40.6% | $2,270+21.6% |
| Participant deferral / active EE | $5,641 | $6,073-7.1% | $6,842-17.6% | $3,740+50.8% |
| Admin fee / account holder | $592 | $551+7.4% | $9,309-93.6% | $513+15.3% |