Filed March 24, 2026
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 6-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 PO BOX 7247-7122 · PHILADELPHIA, PA 191707122 | Recordkeeping | $20,680 |
Filed as: RAYMOND JAMES & ASSOC Service code 26 · EIN 59-1237041 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Participants) | $10,932 |
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 | $39,670 | $64,707-38.7% | $112,228-64.7% | $68,494-42.1% |
| Participation rate | 90.7% | 67.2%+23.6pp | 75.1%+15.7pp | 67.9%+22.8pp |
| Annual return | -16.04% | -11.40%-4.6pp | 27.45%-43.5pp | -7.84%-8.2pp |
| Employer contribution / active EE | $2,183 | $2,746-20.5% | $3,635-39.9% | $2,596-15.9% |
| Participant deferral / active EE | $3,477 | $3,565-2.5% | $4,728-26.5% | $4,027-13.7% |
| Admin fee / account holder | $322 | $5,232-93.9% | $6,410-95.0% | $5,403-94.0% |