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 Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $1,004 |
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 | $69,068 | $86,655-20.3% | $119,609-42.3% | $66,914+3.2% |
| Participation rate | 78.7% | 75.6%+3.2pp | 79.3%-0.5pp | 69.8%+8.9pp |
| Annual return | -15.15% | -8.00%-7.2pp | -14.97%-0.2pp | 1.58%-16.7pp |
| Employer contribution / active EE | $5,255 | $2,536+107.2% | $4,232+24.2% | $2,544+106.6% |
| Participant deferral / active EE | $3,344 | $4,358-23.3% | $5,602-40.3% | $4,237-21.1% |
| Admin fee / account holder | $310 | $755-58.9% | $10,323-97.0% | $593-47.7% |