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 |
|---|---|---|
Service code 26 · EIN 04-2675571 | Advisory (Participants) | $61,412 |
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,840 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,684 | $100,923+153.3% | $150,045+70.4% | $74,304+244.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 16.74% | 51.77%-35.0pp | 62.55%-45.8pp | 29.43%-12.7pp |
| Employer contribution / active EE | $4,323 | $3,463+24.8% | $4,693-7.9% | $2,241+92.9% |
| Participant deferral / active EE | $7,310 | $6,709+8.9% | $7,997-8.6% | $3,767+94.0% |
| Admin fee / account holder | $625 | $2,767-77.4% | $13,435-95.3% | $2,969-78.9% |