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 Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $1,055 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,152 | $50,199-0.1% | $70,092-28.4% | $66,914-25.1% |
| Participation rate | 49.6% | 66.3%-16.7pp | 70.5%-20.8pp | 69.8%-20.2pp |
| Annual return | -17.80% | -13.85%-4.0pp | 190.73%-208.5pp | 1.58%-19.4pp |
| Employer contribution / active EE | $1,246 | $1,864-33.1% | $2,559-51.3% | $2,544-51.0% |
| Participant deferral / active EE | $2,286 | $3,112-26.6% | $3,849-40.6% | $4,237-46.1% |
| Admin fee / account holder | $346 | $600-42.4% | $6,267-94.5% | $593-41.7% |