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 | $1,312 |
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 | $67,532 | $54,701+23.5% | $86,188-21.6% | $71,457-5.5% |
| Participation rate | 91.6% | 60.1%+31.5pp | 69.0%+22.6pp | 67.9%+23.7pp |
| Annual return | 15.01% | 20.06%-5.0pp | 1168.45%-1153.4pp | 28.85%-13.8pp |
| Employer contribution / active EE | $2,489 | $1,265+96.7% | $2,380+4.6% | $2,588-3.8% |
| Participant deferral / active EE | $4,352 | $3,108+40.0% | $3,985+9.2% | $4,289+1.5% |
| Admin fee / account holder | $453 | $1,922-76.4% | $6,852-93.4% | $1,587-71.4% |