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 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $0 |
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 | $105,479 | $58,264+81.0% | $86,612+21.8% | $71,457+47.6% |
| Participation rate | 85.9% | 65.0%+20.9pp | 71.7%+14.2pp | 67.9%+17.9pp |
| Annual return | 14.59% | 21.63%-7.0pp | 591.07%-576.5pp | 28.85%-14.3pp |
| Employer contribution / active EE | $1,325 | $2,574-48.5% | $3,022-56.2% | $2,588-48.8% |
| Participant deferral / active EE | $4,257 | $3,436+23.9% | $4,438-4.1% | $4,289-0.7% |
| Admin fee / account holder | $340 | $1,057-67.8% | $5,614-93.9% | $1,587-78.6% |