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 | $5,356 |
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 | $143,301 | $73,867+94.0% | $143,757-0.3% | $68,494+109.2% |
| Participation rate | 97.9% | 66.7%+31.2pp | 80.3%+17.6pp | 67.9%+30.0pp |
| Annual return | -15.81% | 1.01%-16.8pp | -0.04%-15.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $4,428 | $3,184+39.1% | $4,951-10.6% | $2,596+70.6% |
| Participant deferral / active EE | $9,326 | $3,384+175.6% | $5,637+65.4% | $4,027+131.6% |
| Admin fee / account holder | $688 | $5,755-88.0% | $14,673-95.3% | $5,403-87.3% |