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 |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $32,203 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $13,126 |
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 | $100,449 | $122,239-17.8% | $184,203-45.5% | $74,495+34.8% |
| Participation rate | 89.2% | 85.5%+3.8pp | 86.8%+2.4pp | 67.2%+22.0pp |
| Annual return | 16.95% | 19.95%-3.0pp | 28.81%-11.9pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $3,447 | $4,537-24.0% | $6,427-46.4% | $2,623+31.4% |
| Participant deferral / active EE | $8,804 | $7,139+23.3% | $9,131-3.6% | $4,346+102.6% |
| Admin fee / account holder | $310 | $1,260-75.4% | $13,901-97.8% | $1,942-84.0% |