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 INS COMPANY Service code 15 · EIN 01-0233346 | Recordkeeping | $3,812 |
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 | $157,025 | $64,707+142.7% | $112,228+39.9% | $68,494+129.3% |
| Participation rate | 89.1% | 67.2%+21.9pp | 75.1%+14.0pp | 67.9%+21.2pp |
| Annual return | -16.10% | -11.40%-4.7pp | 27.45%-43.6pp | -7.84%-8.3pp |
| Employer contribution / active EE | $17,868 | $2,746+550.7% | $3,635+391.6% | $2,596+588.2% |
| Participant deferral / active EE | $3,020 | $3,565-15.3% | $4,728-36.1% | $4,027-25.0% |
| Admin fee / account holder | $904 | $5,232-82.7% | $6,410-85.9% | $5,403-83.3% |