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 LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $950 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,430 | $44,873+293.2% | $79,464+122.0% | $56,287+213.4% |
| Participation rate | 98.1% | 68.7%+29.4pp | 73.3%+24.8pp | 69.9%+28.3pp |
| Annual return | -5.90% | 0.81%-6.7pp | 718.14%-724.0pp | -9.96%+4.1pp |
| Employer contribution / active EE | $10,293 | $2,140+381.0% | $2,800+267.6% | $2,111+387.6% |
| Participant deferral / active EE | $0 | $2,746-100.0% | $3,704-100.0% | $3,350-100.0% |
| Admin fee / account holder | $538 | $418+28.5% | $5,113-89.5% | $521+3.2% |