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 26 · EIN 47-1717450 | Advisory (Participants) | $9,762 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $708 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,466 | $65,376+36.8% | $87,100+2.7% | $65,185+37.2% |
| Participation rate | 81.8% | 75.3%+6.5pp | 76.9%+4.9pp | 70.2%+11.6pp |
| Annual return | 22.33% | 31.27%-8.9pp | 28.19%-5.9pp | 29.38%-7.1pp |
| Employer contribution / active EE | $612 | $1,822-66.4% | $2,521-75.7% | $2,177-71.9% |
| Participant deferral / active EE | $4,765 | $3,388+40.6% | $4,049+17.7% | $3,514+35.6% |
| Admin fee / account holder | $335 | $520-35.5% | $7,497-95.5% | $847-60.4% |