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) | $28,871 |
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 | $77,954 | $88,083-11.5% | $164,813-52.7% | $74,495+4.6% |
| Participation rate | 74.7% | 73.0%+1.6pp | 78.6%-3.9pp | 67.2%+7.5pp |
| Annual return | 12.84% | 17.26%-4.4pp | 69.93%-57.1pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $3,744 | $2,593+44.4% | $4,341-13.7% | $2,623+42.7% |
| Participant deferral / active EE | $3,343 | $4,498-25.7% | $6,031-44.6% | $4,346-23.1% |
| Admin fee / account holder | $331 | $2,234-85.2% | $12,690-97.4% | $1,942-82.9% |