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 | $188 |
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 | $148,178 | $84,487+75.4% | $125,339+18.2% | $66,914+121.4% |
| Participation rate | 94.9% | 76.4%+18.5pp | 82.4%+12.6pp | 69.8%+25.1pp |
| Annual return | -11.14% | -8.39%-2.8pp | 572.05%-583.2pp | 1.58%-12.7pp |
| Employer contribution / active EE | $7,564 | $3,553+112.9% | $4,814+57.1% | $2,544+197.3% |
| Participant deferral / active EE | $8,932 | $6,781+31.7% | $7,446+20.0% | $4,237+110.8% |
| Admin fee / account holder | $540 | $685-21.2% | $10,010-94.6% | $593-9.0% |