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 INS. CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,101 |
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 | $65,725 | $49,451+32.9% | $79,550-17.4% | $66,914-1.8% |
| Participation rate | 88.7% | 61.3%+27.4pp | 69.5%+19.2pp | 69.8%+18.9pp |
| Annual return | -15.25% | 84.25%-99.5pp | 0.16%-15.4pp | 1.58%-16.8pp |
| Employer contribution / active EE | $1,214 | $1,266-4.0% | $2,413-49.7% | $2,544-52.3% |
| Participant deferral / active EE | $1,749 | $3,159-44.6% | $3,985-56.1% | $4,237-58.7% |
| Admin fee / account holder | $425 | $595-28.6% | $6,832-93.8% | $593-28.4% |