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 | $725 |
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 | $77,877 | $125,758-38.1% | $169,993-54.2% | $75,163+3.6% |
| Participation rate | 96.9% | 83.6%+13.3pp | 87.0%+9.9pp | 67.2%+29.7pp |
| Annual return | 10.84% | 27.20%-16.4pp | 53.37%-42.5pp | 160.62%-149.8pp |
| Employer contribution / active EE | $2,175 | $4,615-52.9% | $6,785-67.9% | $2,670-18.5% |
| Participant deferral / active EE | $3,845 | $6,837-43.8% | $10,408-63.1% | $4,125-6.8% |
| Admin fee / account holder | $338 | $8,173-95.9% | $12,815-97.4% | $5,651-94.0% |