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 | $3,748 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $108,149 | $73,638+46.9% | $95,952+12.7% | $73,488+47.2% |
| Participation rate | 98.2% | 76.2%+22.1pp | 77.1%+21.2pp | 70.7%+27.6pp |
| Annual return | 17.95% | 16.78%+1.2pp | 91.61%-73.7pp | 28.51%-10.6pp |
| Employer contribution / active EE | $4,891 | $1,863+162.5% | $2,541+92.5% | $2,270+115.5% |
| Participant deferral / active EE | $1,725 | $3,617-52.3% | $4,167-58.6% | $3,740-53.9% |
| Admin fee / account holder | $579 | $482+20.0% | $6,795-91.5% | $513+12.8% |