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 LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $170 |
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 | $189,149 | $104,475+81.0% | $159,436+18.6% | $79,386+138.3% |
| Participation rate | 94.0% | 76.6%+17.4pp | 82.8%+11.2pp | 70.7%+23.3pp |
| Annual return | 14.66% | 67.95%-53.3pp | 263.57%-248.9pp | 116.85%-102.2pp |
| Employer contribution / active EE | $8,564 | $3,417+150.6% | $4,829+77.3% | $2,427+252.8% |
| Participant deferral / active EE | $9,224 | $6,467+42.6% | $7,352+25.5% | $4,046+128.0% |
| Admin fee / account holder | $672 | $711-5.4% | $10,799-93.8% | $626+7.3% |