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 | Recordkeeping | $754 |
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 | $148,959 | $88,083+69.1% | $164,813-9.6% | $74,495+100.0% |
| Participation rate | 89.8% | 73.0%+16.8pp | 78.6%+11.2pp | 67.2%+22.6pp |
| Annual return | 14.43% | 17.26%-2.8pp | 69.93%-55.5pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $1,393 | $2,593-46.3% | $4,341-67.9% | $2,623-46.9% |
| Participant deferral / active EE | $7,020 | $4,498+56.1% | $6,031+16.4% | $4,346+61.5% |
| Admin fee / account holder | $403 | $2,234-82.0% | $12,690-96.8% | $1,942-79.3% |