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 13-2638166 | Advisory (Participants) | $35,965 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $710 |
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 | $147,328 | $79,171+86.1% | $102,423+43.8% | $74,495+97.8% |
| Participation rate | 96.7% | 74.8%+21.9pp | 76.5%+20.3pp | 67.2%+29.5pp |
| Annual return | 14.06% | 54.93%-40.9pp | 29.32%-15.3pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $6,644 | $2,362+181.3% | $3,023+119.8% | $2,623+153.3% |
| Participant deferral / active EE | $5,351 | $4,415+21.2% | $5,053+5.9% | $4,346+23.1% |
| Admin fee / account holder | $830 | $2,001-58.5% | $9,451-91.2% | $1,942-57.3% |