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 | $124,230 | $60,323+105.9% | $81,812+51.8% | $74,495+66.8% |
| Participation rate | 88.1% | 62.9%+25.3pp | 72.3%+15.8pp | 67.2%+20.9pp |
| Annual return | 13.16% | 16.90%-3.7pp | 773.79%-760.6pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $1,238 | $2,620-52.8% | $2,912-57.5% | $2,623-52.8% |
| Participant deferral / active EE | $4,496 | $3,387+32.7% | $4,319+4.1% | $4,346+3.4% |
| Admin fee / account holder | $357 | $1,486-76.0% | $7,386-95.2% | $1,942-81.6% |