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 |
|---|---|---|
Service code 26 · EIN 23-2748550 2500 MONROE BLVD · AUDUBON, PA 19403 | Advisory (Participants) | $37,183 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERV Service code 49 · EIN 01-0233346 200 BERKELEY STREET · BOSTON, MA 02116 | Other Services | $20,822 |
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).
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 | $131,617 | $81,460+61.6% | $103,333+27.4% | $80,856+62.8% |
| Participation rate | 92.1% | 66.8%+25.3pp | 74.5%+17.6pp | 67.6%+24.5pp |
| Annual return | 13.54% | 25.55%-12.0pp | 24.88%-11.3pp | 35.59%-22.1pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,842 | $3,869+51.0% | $5,057+15.5% | $4,296+36.0% |
| Admin fee / account holder | $544 | $6,566-91.7% | $8,355-93.5% | $6,918-92.1% |