Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $36,422 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,301 | $88,087-17.9% | $164,866-56.1% | $74,546-3.0% |
| Participation rate | 84.6% | 73.1%+11.5pp | 78.6%+6.0pp | 67.2%+17.4pp |
| Annual return | 12.87% | 17.27%-4.4pp | 69.97%-57.1pp | 1366.03%-1353.2pp |
| Employer contribution / active EE | $2,785 | $2,595+7.3% | $4,343-35.9% | $2,624+6.1% |
| Participant deferral / active EE | $6,928 | $4,499+54.0% | $6,033+14.8% | $4,347+59.4% |
| Admin fee / account holder | $433 | $2,232-80.6% | $12,689-96.6% | $1,944-77.7% |