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 | $1,422 |
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 | $197,082 | $91,407+115.6% | $135,903+45.0% | $71,457+175.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 16.32% | 29.90%-13.6pp | 68.23%-51.9pp | 28.85%-12.5pp |
| Employer contribution / active EE | $4,283 | $3,703+15.6% | $4,856-11.8% | $2,588+65.5% |
| Participant deferral / active EE | $6,389 | $7,092-9.9% | $7,758-17.6% | $4,289+49.0% |
| Admin fee / account holder | $888 | $1,266-29.8% | $10,762-91.7% | $1,587-44.0% |