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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $416 |
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 | $78,148 | $106,028-26.3% | $146,958-46.8% | $77,643+0.7% |
| Participation rate | 78.3% | 78.4%-0.1pp | 82.2%-3.9pp | 70.6%+7.7pp |
| Annual return | 16.49% | 56.73%-40.2pp | 418.34%-401.8pp | 31.24%-14.7pp |
| Employer contribution / active EE | $1,742 | $4,063-57.1% | $4,933-64.7% | $2,726-36.1% |
| Participant deferral / active EE | $7,221 | $7,990-9.6% | $8,070-10.5% | $4,647+55.4% |
| Admin fee / account holder | $304 | $337-9.8% | $12,998-97.7% | $430-29.3% |