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-USA Service code 15 · EIN 01-0233346 | Recordkeeping | $275 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,247 | $123,793-35.2% | $177,821-54.9% | $79,858+0.5% |
| Participation rate | 96.6% | 84.7%+11.9pp | 87.7%+8.9pp | 69.6%+27.0pp |
| Annual return | 8.85% | 22.82%-14.0pp | 48.32%-39.5pp | 31.71%-22.9pp |
| Employer contribution / active EE | $1,935 | $4,095-52.8% | $5,918-67.3% | $2,471-21.7% |
| Participant deferral / active EE | $3,920 | $5,956-34.2% | $7,714-49.2% | $3,740+4.8% |
| Admin fee / account holder | $357 | $7,243-95.1% | $12,427-97.1% | $5,306-93.3% |