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 6-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 Service code 15 · EIN 01-0233346 | Recordkeeping | $3,009 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,733 | $69,477-63.0% | $94,646-72.8% | $71,457-64.0% |
| Participation rate | 99.3% | 78.4%+20.8pp | 80.8%+18.4pp | 67.9%+31.3pp |
| Annual return | 17.54% | 29.66%-12.1pp | 156.71%-139.2pp | 28.85%-11.3pp |
| Employer contribution / active EE | $5,708 | $2,853+100.0% | $3,672+55.4% | $2,588+120.6% |
| Participant deferral / active EE | $6,770 | $7,345-7.8% | $7,418-8.7% | $4,289+57.9% |
| Admin fee / account holder | $843 | $1,210-30.3% | $7,231-88.3% | $1,587-46.9% |