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 04-2675571 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Participants) | $46,871 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,178 |
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 | $169,334 | $101,317+67.1% | $146,958+15.2% | $74,495+127.3% |
| Participation rate | 70.2% | 75.5%-5.3pp | 82.2%-11.9pp | 67.2%+3.0pp |
| Annual return | 13.87% | 8730.91%-8717.0pp | 418.34%-404.5pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $2,619 | $3,810-31.3% | $4,933-46.9% | $2,623-0.2% |
| Participant deferral / active EE | $8,608 | $7,303+17.9% | $8,070+6.7% | $4,346+98.1% |
| Admin fee / account holder | $384 | $1,739-77.9% | $12,998-97.0% | $1,942-80.2% |