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 | $176 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,201 | $91,407+97.1% | $135,903+32.6% | $71,457+152.2% |
| Participation rate | 99.5% | 75.7%+23.8pp | 81.9%+17.6pp | 67.9%+31.5pp |
| Annual return | 13.86% | 29.90%-16.0pp | 68.23%-54.4pp | 28.85%-15.0pp |
| Employer contribution / active EE | $7,880 | $3,703+112.8% | $4,856+62.3% | $2,588+204.5% |
| Participant deferral / active EE | $9,815 | $7,092+38.4% | $7,758+26.5% | $4,289+128.9% |
| Admin fee / account holder | $593 | $1,266-53.1% | $10,762-94.5% | $1,587-62.6% |