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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $123,979 |
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 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 | $127,709 | $136,307-6.3% | $177,821-28.2% | $73,488+73.8% |
| Participation rate | 96.9% | 86.1%+10.8pp | 87.7%+9.2pp | 70.7%+26.3pp |
| Annual return | 5.15% | 18.68%-13.5pp | 48.32%-43.2pp | 28.51%-23.4pp |
| Employer contribution / active EE | $8,448 | $3,712+127.6% | $5,918+42.7% | $2,270+272.1% |
| Participant deferral / active EE | $0 | $5,829-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,744 | $596+360.8% | $12,427-77.9% | $513+434.8% |