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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $79,642 |
SNOWDEN CAPITAL ADVISORS LLC10+ years Service code 27 · EIN 45-0997570 | Advisory (Plan) | $40,000 |
Service code 10 · EIN 52-1392008 | Accounting | $22,568 |
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 | $183,692 | $78,485+134.0% | $106,213+72.9% | $74,495+146.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 14.49% | 15.95%-1.5pp | 116.14%-101.6pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $9,676 | $2,523+283.5% | $3,171+205.1% | $2,623+268.9% |
| Participant deferral / active EE | $8,688 | $4,322+101.0% | $5,016+73.2% | $4,346+99.9% |
| Admin fee / account holder | $462 | $2,232-79.3% | $11,033-95.8% | $1,942-76.2% |