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 LIFE INS CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,978 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $87,666 | $132,049-33.6% | $200,582-56.3% | $74,304+18.0% |
| Participation rate | 72.7% | 84.1%-11.4pp | 86.9%-14.2pp | 60.3%+12.3pp |
| Annual return | 27.19% | 22.22%+5.0pp | 42.33%-15.1pp | 29.43%-2.2pp |
| Employer contribution / active EE | $1,514 | $4,558-66.8% | $6,419-76.4% | $2,241-32.4% |
| Participant deferral / active EE | $5,214 | $7,213-27.7% | $9,331-44.1% | $3,767+38.4% |
| Admin fee / account holder | $419 | $2,405-82.6% | $16,305-97.4% | $2,969-85.9% |