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 Service code 15 · EIN 01-0233346 | Recordkeeping | $3,921 |
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 | $68,134 | $76,670-11.1% | $96,683-29.5% | $71,457-4.7% |
| Participation rate | 85.7% | 66.6%+19.1pp | 74.3%+11.4pp | 67.9%+17.8pp |
| Annual return | 14.59% | 48.29%-33.7pp | 35.69%-21.1pp | 28.85%-14.3pp |
| Employer contribution / active EE | $2,600 | $3,031-14.2% | $3,737-30.4% | $2,588+0.5% |
| Participant deferral / active EE | $3,239 | $3,771-14.1% | $4,878-33.6% | $4,289-24.5% |
| Admin fee / account holder | $432 | $2,028-78.7% | $6,730-93.6% | $1,587-72.8% |