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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,304 |
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 | $72,324 | $59,402+21.8% | $93,654-22.8% | $74,546-3.0% |
| Participation rate | 94.8% | 59.7%+35.1pp | 68.7%+26.0pp | 67.2%+27.6pp |
| Annual return | 12.58% | 81.86%-69.3pp | 133.34%-120.8pp | 1366.03%-1353.5pp |
| Employer contribution / active EE | $890 | $1,265-29.6% | $2,421-63.2% | $2,624-66.1% |
| Participant deferral / active EE | $6,683 | $3,049+119.2% | $4,413+51.4% | $4,347+53.7% |
| Admin fee / account holder | $329 | $3,023-89.1% | $8,282-96.0% | $1,944-83.1% |