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 LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $252 |
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 | $193,994 | $62,132+212.2% | $185,823+4.4% | $73,488+164.0% |
| Participation rate | 76.0% | 67.8%+8.2pp | 78.0%-2.0pp | 70.7%+5.4pp |
| Annual return | 14.11% | 20.44%-6.3pp | 35.95%-21.8pp | 28.51%-14.4pp |
| Employer contribution / active EE | $1,900 | $1,681+13.0% | $4,087-53.5% | $2,270-16.3% |
| Participant deferral / active EE | $8,788 | $3,711+136.8% | $5,632+56.0% | $3,740+135.0% |
| Admin fee / account holder | $362 | $419-13.5% | $9,500-96.2% | $513-29.4% |