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 27 · EIN 59-1237041 | Advisory (Plan) | $41,419 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $32,476 |
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 | $103,691 | $100,923+2.7% | $150,045-30.9% | $74,304+39.5% |
| Participation rate | 97.4% | 70.1%+27.3pp | 82.3%+15.1pp | 60.3%+37.1pp |
| Annual return | 17.54% | 51.77%-34.2pp | 62.55%-45.0pp | 29.43%-11.9pp |
| Employer contribution / active EE | $6,359 | $3,463+83.6% | $4,693+35.5% | $2,241+183.7% |
| Participant deferral / active EE | $8,041 | $6,709+19.8% | $7,997+0.5% | $3,767+113.4% |
| Admin fee / account holder | $503 | $2,767-81.8% | $13,435-96.3% | $2,969-83.1% |