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 |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $456 |
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 | $131,219 | $59,263+121.4% | $96,562+35.9% | $79,386+65.3% |
| Participation rate | 87.7% | 61.9%+25.8pp | 69.8%+17.9pp | 70.7%+17.0pp |
| Annual return | 11.11% | 27.07%-16.0pp | 37.78%-26.7pp | 116.85%-105.7pp |
| Employer contribution / active EE | $1,918 | $1,216+57.7% | $2,356-18.6% | $2,427-21.0% |
| Participant deferral / active EE | $4,905 | $2,948+66.4% | $3,849+27.4% | $4,046+21.2% |
| Admin fee / account holder | $335 | $658-49.1% | $6,181-94.6% | $626-46.5% |