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 | $624 |
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 | $198,562 | $104,475+90.1% | $159,436+24.5% | $79,386+150.1% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 12.84% | 67.95%-55.1pp | 263.57%-250.7pp | 116.85%-104.0pp |
| Employer contribution / active EE | $4,287 | $3,417+25.5% | $4,829-11.2% | $2,427+76.6% |
| Participant deferral / active EE | $5,833 | $6,467-9.8% | $7,352-20.7% | $4,046+44.2% |
| Admin fee / account holder | $964 | $711+35.6% | $10,799-91.1% | $626+53.9% |