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 7-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 USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $4,332 |
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 | $133,046 | $93,571+42.2% | $135,903-2.1% | $75,163+77.0% |
| Participation rate | 80.2% | 75.2%+5.0pp | 81.9%-1.7pp | 67.2%+13.0pp |
| Annual return | 20.29% | 30.90%-10.6pp | 68.23%-47.9pp | 160.62%-140.3pp |
| Employer contribution / active EE | $4,953 | $3,537+40.1% | $4,856+2.0% | $2,670+85.5% |
| Participant deferral / active EE | $11,313 | $6,404+76.7% | $7,758+45.8% | $4,125+174.3% |
| Admin fee / account holder | $321 | $6,975-95.4% | $10,762-97.0% | $5,651-94.3% |