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 | $59,417+21.7% | $93,606-22.7% | $74,495-2.9% |
| Participation rate | 94.8% | 59.7%+35.1pp | 68.7%+26.1pp | 67.2%+27.6pp |
| Annual return | 12.58% | 81.83%-69.3pp | 133.20%-120.6pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $890 | $1,264-29.6% | $2,420-63.2% | $2,623-66.1% |
| Participant deferral / active EE | $6,683 | $3,050+119.1% | $4,411+51.5% | $4,346+53.8% |
| Admin fee / account holder | $329 | $3,021-89.1% | $8,285-96.0% | $1,942-83.1% |