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 | $1,560 |
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 | $200,829 | $51,620+289.1% | $90,281+122.4% | $65,185+208.1% |
| Participation rate | 97.3% | 68.6%+28.7pp | 73.3%+24.1pp | 70.2%+27.1pp |
| Annual return | 18.30% | 24.94%-6.6pp | 78.10%-59.8pp | 29.38%-11.1pp |
| Employer contribution / active EE | $9,655 | $2,235+332.1% | $2,854+238.3% | $2,177+343.6% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $3,885-100.0% | $3,514-100.0% |
| Admin fee / account holder | $417 | $384+8.4% | $5,351-92.2% | $847-50.8% |