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 RETIREMENT PLAN SERV Service code 49 · EIN 01-0233346 200 BERKELEY STREET · BOSTON, MA 02116 | Other Services | $52,003 |
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 | $100,826 | $179,636-43.9% | $112,228-10.2% | - |
| Participation rate | 90.9% | 66.3%+24.6pp | 75.1%+15.8pp | - |
| Annual return | -18.33% | -16.34%-2.0pp | 27.45%-45.8pp | - |
| Employer contribution / active EE | $0 | $2,897-100.0% | $3,635-100.0% | - |
| Participant deferral / active EE | $4,901 | $3,332+47.1% | $4,728+3.7% | - |
| Admin fee / account holder | $433 | $19,809-97.8% | $6,410-93.2% | - |