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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $178 |
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 | $123,101 | $102,317+20.3% | $146,958-16.2% | $80,856+52.2% |
| Participation rate | 82.0% | 75.8%+6.1pp | 82.2%-0.2pp | 67.6%+14.3pp |
| Annual return | 12.21% | 134.76%-122.6pp | 418.34%-406.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $3,639 | $3,713-2.0% | $4,933-26.2% | $2,755+32.1% |
| Participant deferral / active EE | $8,748 | $6,644+31.7% | $8,070+8.4% | $4,296+103.7% |
| Admin fee / account holder | $392 | $7,941-95.1% | $12,998-97.0% | $6,918-94.3% |