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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $3,715 |
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 | $87,366 | $78,483+11.3% | $106,201-17.7% | $74,546+17.2% |
| Participation rate | 82.4% | 72.8%+9.5pp | 75.3%+7.1pp | 67.2%+15.1pp |
| Annual return | 13.91% | 15.94%-2.0pp | 116.26%-102.4pp | 1366.03%-1352.1pp |
| Employer contribution / active EE | $903 | $2,522-64.2% | $3,170-71.5% | $2,624-65.6% |
| Participant deferral / active EE | $4,725 | $4,320+9.4% | $5,012-5.7% | $4,347+8.7% |
| Admin fee / account holder | $485 | $2,236-78.3% | $11,039-95.6% | $1,944-75.0% |