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 | $1,650 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,010 | $81,446+49.8% | $103,374+18.0% | $80,874+50.9% |
| Participation rate | 96.2% | 66.9%+29.4pp | 74.5%+21.7pp | 67.6%+28.6pp |
| Annual return | 12.09% | 25.57%-13.5pp | 24.89%-12.8pp | 35.62%-23.5pp |
| Employer contribution / active EE | $20,130 | $3,107+547.9% | $3,869+420.2% | $2,756+630.5% |
| Participant deferral / active EE | $2,177 | $3,870-43.7% | $5,058-57.0% | $4,297-49.3% |
| Admin fee / account holder | $789 | $6,715-88.3% | $8,394-90.6% | $6,935-88.6% |