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 6-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 13 · EIN 43-1021898 | Contract Administrator | $1,360 |
Filed as: JOHN HANCOCK INSURANCE COMPANY Service code 15 · EIN 01-0233346 | Recordkeeping | $84 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,591 | $72,277-0.9% | $101,248-29.3% | $79,858-10.4% |
| Participation rate | 82.3% | 68.5%+13.8pp | 75.8%+6.5pp | 69.6%+12.6pp |
| Annual return | 17.17% | 22.30%-5.1pp | 46.47%-29.3pp | 31.71%-14.5pp |
| Employer contribution / active EE | $1,331 | $2,692-50.5% | $3,660-63.6% | $2,471-46.1% |
| Participant deferral / active EE | $7,764 | $3,282+136.6% | $4,370+77.7% | $3,740+107.6% |
| Admin fee / account holder | $500 | $4,400-88.6% | $5,945-91.6% | $5,306-90.6% |