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 INSURANCE Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $734 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $65,101 | $58,320+11.6% | $86,436-24.7% | $66,914-2.7% |
| Participation rate | 85.1% | 78.6%+6.5pp | 80.3%+4.8pp | 69.8%+15.3pp |
| Annual return | -16.21% | -9.71%-6.5pp | 4394.89%-4411.1pp | 1.58%-17.8pp |
| Employer contribution / active EE | $518 | $2,615-80.2% | $3,769-86.3% | $2,544-79.6% |
| Participant deferral / active EE | $3,368 | $6,899-51.2% | $6,952-51.5% | $4,237-20.5% |
| Admin fee / account holder | $392 | $546-28.1% | $6,731-94.2% | $593-33.8% |