Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 Service code 15 · EIN 02-0233346 | Recordkeeping | $1,164 |
ALLWORTH FINANCIAL1 year Service code 26 · EIN 68-0372662 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,483 | $88,360+87.3% | $145,433+13.8% | $67,986+143.4% |
| Participation rate | 100.0% | 65.5%+34.5pp | 82.1%+17.9pp | 57.2%+42.8pp |
| Annual return | 20.18% | 63.15%-43.0pp | 66.58%-46.4pp | 31.67%-11.5pp |
| Employer contribution / active EE | $6,168 | $3,054+102.0% | $4,554+35.4% | $2,019+205.5% |
| Participant deferral / active EE | $10,413 | $5,932+75.5% | $7,897+31.9% | $3,358+210.1% |
| Admin fee / account holder | $342 | $3,313-89.7% | $13,129-97.4% | $3,203-89.3% |