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 CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $643 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,150 | $99,957+85.2% | $149,696+23.7% | $73,488+151.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 14.31% | 53.87%-39.6pp | 276.60%-262.3pp | 28.51%-14.2pp |
| Employer contribution / active EE | $4,071 | $3,191+27.6% | $4,644-12.4% | $2,270+79.3% |
| Participant deferral / active EE | $5,411 | $6,073-10.9% | $6,842-20.9% | $3,740+44.7% |
| Admin fee / account holder | $824 | $551+49.6% | $9,309-91.1% | $513+60.6% |