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 6928 OWENSMOUTH AVE. · CANOGA PARK, CA 91303 | Advisory (Participants) | $31,572 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $546 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,612 | $79,171+58.7% | $102,423+22.6% | $74,495+68.6% |
| Participation rate | 82.6% | 74.8%+7.8pp | 76.5%+6.1pp | 67.2%+15.4pp |
| Annual return | 19.01% | 54.93%-35.9pp | 29.32%-10.3pp | 1364.94%-1345.9pp |
| Employer contribution / active EE | $719 | $2,362-69.6% | $3,023-76.2% | $2,623-72.6% |
| Participant deferral / active EE | $6,354 | $4,415+43.9% | $5,053+25.7% | $4,346+46.2% |
| Admin fee / account holder | $372 | $2,001-81.4% | $9,451-96.1% | $1,942-80.9% |