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 ENTERPRISE Service code 15 | Recordkeeping | $116,606 |
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 | $141,278 | $101,317+39.4% | $146,958-3.9% | $74,495+89.6% |
| Participation rate | 86.9% | 75.5%+11.3pp | 82.2%+4.7pp | 67.2%+19.7pp |
| Annual return | 24.58% | 8730.91%-8706.3pp | 418.34%-393.8pp | 1364.94%-1340.4pp |
| Employer contribution / active EE | $5,569 | $3,810+46.2% | $4,933+12.9% | $2,623+112.3% |
| Participant deferral / active EE | $11,413 | $7,303+56.3% | $8,070+41.4% | $4,346+162.6% |
| Admin fee / account holder | $648 | $1,739-62.7% | $12,998-95.0% | $1,942-66.6% |