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 | $701 |
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 | $166,003 | $84,487+96.5% | $125,339+32.4% | $66,914+148.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -15.26% | -8.39%-6.9pp | 572.05%-587.3pp | 1.58%-16.8pp |
| Employer contribution / active EE | $4,451 | $3,553+25.3% | $4,814-7.5% | $2,544+74.9% |
| Participant deferral / active EE | $6,163 | $6,781-9.1% | $7,446-17.2% | $4,237+45.5% |
| Admin fee / account holder | $829 | $685+21.0% | $10,010-91.7% | $593+39.7% |