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) | $25,174 |
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 | $73,341 | $82,978-11.6% | $129,995-43.6% | $71,457+2.6% |
| Participation rate | 72.9% | 74.1%-1.2pp | 78.5%-5.6pp | 67.9%+5.0pp |
| Annual return | 16.65% | 20.60%-4.0pp | -137.18%+153.8pp | 28.85%-12.2pp |
| Employer contribution / active EE | $3,132 | $2,622+19.5% | $4,320-27.5% | $2,588+21.0% |
| Participant deferral / active EE | $3,334 | $4,432-24.8% | $5,820-42.7% | $4,289-22.3% |
| Admin fee / account holder | $327 | $1,729-81.1% | $10,614-96.9% | $1,587-79.4% |