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 92-3092033 10331 DAWSONS CREEK BLVD · FORT WAYNE, IN 46825 | Advisory (Participants) | $17,389 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $622 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $509,481 | $102,317+397.9% | $146,958+246.7% | $80,856+530.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 25.13% | 134.76%-109.6pp | 418.34%-393.2pp | 35.59%-10.5pp |
| Employer contribution / active EE | $18,608 | $3,713+401.1% | $4,933+277.2% | $2,755+575.5% |
| Participant deferral / active EE | $4,028 | $6,644-39.4% | $8,070-50.1% | $4,296-6.2% |
| Admin fee / account holder | $16,126 | $7,941+103.1% | $12,998+24.1% | $6,918+133.1% |