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 15 · EIN 94-2456320 | Recordkeeping | $5,975 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $2,358 |
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 | $37,862 | $61,156-38.1% | $185,823-79.6% | $79,386-52.3% |
| Participation rate | 95.3% | 66.6%+28.6pp | 81.7%+13.6pp | 70.7%+24.6pp |
| Annual return | 15.72% | 19.45%-3.7pp | 122.05%-106.3pp | 116.85%-101.1pp |
| Employer contribution / active EE | $2,359 | $2,321+1.7% | $5,167-54.3% | $2,427-2.8% |
| Participant deferral / active EE | $4,391 | $2,789+57.5% | $5,568-21.1% | $4,046+8.5% |
| Admin fee / account holder | $399 | $710-43.8% | $16,237-97.5% | $626-36.3% |