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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $23,351 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,992 | $65,395-25.1% | $182,532-73.2% | $72,985-32.9% |
| Participation rate | 80.9% | 65.4%+15.4pp | 78.0%+2.9pp | 69.5%+11.4pp |
| Annual return | 20.43% | 27.68%-7.3pp | 148.54%-128.1pp | 81.00%-60.6pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,791 | $3,563-21.7% | $5,524-49.5% | $3,607-22.6% |
| Admin fee / account holder | $352 | $4,245-91.7% | $8,592-95.9% | $5,124-93.1% |