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 | $46,502 |
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 | $119,842 | $73,933+62.1% | $96,683+24.0% | $75,163+59.4% |
| Participation rate | 91.8% | 66.4%+25.4pp | 74.3%+17.5pp | 67.2%+24.6pp |
| Annual return | 18.88% | 26.70%-7.8pp | 35.69%-16.8pp | 160.62%-141.7pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,028 | $3,659+37.4% | $4,878+3.1% | $4,125+21.9% |
| Admin fee / account holder | $464 | $5,216-91.1% | $6,730-93.1% | $5,651-91.8% |