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 19170 | Recordkeeping | $22,760 |
Filed as: RAYMOND JAMES & ASSOC Service code 26 · EIN 59-1237041 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Participants) | $12,080 |
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 | $51,253 | $76,670-33.2% | $96,683-47.0% | $71,457-28.3% |
| Participation rate | 89.4% | 66.6%+22.8pp | 74.3%+15.1pp | 67.9%+21.5pp |
| Annual return | 18.34% | 48.29%-30.0pp | 35.69%-17.4pp | 28.85%-10.5pp |
| Employer contribution / active EE | $2,359 | $3,031-22.2% | $3,737-36.9% | $2,588-8.8% |
| Participant deferral / active EE | $3,644 | $3,771-3.4% | $4,878-25.3% | $4,289-15.0% |
| Admin fee / account holder | $341 | $2,028-83.2% | $6,730-94.9% | $1,587-78.5% |