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 93-1249395 P.O. BOX 11810 · EUGENE, OR 97440 | Advisory (Participants) | $21,699 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $4 |
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 | $61,592 | $86,655-28.9% | $119,609-48.5% | $66,914-8.0% |
| Participation rate | 72.2% | 75.6%-3.3pp | 79.3%-7.0pp | 69.8%+2.4pp |
| Annual return | -9.47% | -8.00%-1.5pp | -14.97%+5.5pp | 1.58%-11.1pp |
| Employer contribution / active EE | $3,368 | $2,536+32.8% | $4,232-20.4% | $2,544+32.4% |
| Participant deferral / active EE | $2,918 | $4,358-33.0% | $5,602-47.9% | $4,237-31.1% |
| Admin fee / account holder | $310 | $755-58.9% | $10,323-97.0% | $593-47.8% |