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) | $23,940 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $490 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,692 | $65,435+37.1% | $86,677+3.5% | $66,914+34.0% |
| Participation rate | 84.9% | 75.5%+9.5pp | 76.6%+8.3pp | 69.8%+15.1pp |
| Annual return | -18.85% | -10.89%-8.0pp | 35.91%-54.8pp | 1.58%-20.4pp |
| Employer contribution / active EE | $694 | $2,153-67.7% | $2,836-75.5% | $2,544-72.7% |
| Participant deferral / active EE | $6,123 | $4,100+49.3% | $4,656+31.5% | $4,237+44.5% |
| Admin fee / account holder | $383 | $642-40.3% | $7,493-94.9% | $593-35.5% |