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 | $656 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,231 | $69,477+11.2% | $94,646-18.4% | $71,457+8.1% |
| Participation rate | 80.8% | 78.4%+2.4pp | 80.8%0pp | 67.9%+12.9pp |
| Annual return | 15.27% | 29.66%-14.4pp | 156.71%-141.4pp | 28.85%-13.6pp |
| Employer contribution / active EE | $625 | $2,853-78.1% | $3,672-83.0% | $2,588-75.9% |
| Participant deferral / active EE | $3,265 | $7,345-55.5% | $7,418-56.0% | $4,289-23.9% |
| Admin fee / account holder | $397 | $1,210-67.2% | $7,231-94.5% | $1,587-75.0% |