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 USA Service code 15 · EIN 31-4156830 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,103 |
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 | $64,982 | $65,435-0.7% | $86,677-25.0% | $66,914-2.9% |
| Participation rate | 98.3% | 75.5%+22.9pp | 76.6%+21.7pp | 69.8%+28.5pp |
| Annual return | -12.68% | -10.89%-1.8pp | 35.91%-48.6pp | 1.58%-14.3pp |
| Employer contribution / active EE | $952 | $2,153-55.8% | $2,836-66.4% | $2,544-62.6% |
| Participant deferral / active EE | $2,941 | $4,100-28.3% | $4,656-36.8% | $4,237-30.6% |
| Admin fee / account holder | $412 | $642-35.9% | $7,493-94.5% | $593-30.6% |