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 47-1411118 4340 REDMOND HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Participants) | $66,998 |
Filed as: JOHN HANCOCK LIFE INS CO NEW YORK Service code 15 · EIN 13-3646501 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $878 |
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 | $88,781 | $82,202+8.0% | $125,339-29.2% | $64,808+37.0% |
| Participation rate | 88.5% | 77.9%+10.6pp | 82.4%+6.1pp | 71.5%+17.0pp |
| Annual return | -11.44% | 3.48%-14.9pp | 572.05%-583.5pp | 32.82%-44.3pp |
| Employer contribution / active EE | $7,664 | $3,615+112.0% | $4,814+59.2% | $2,506+205.8% |
| Participant deferral / active EE | $14,645 | $7,175+104.1% | $7,446+96.7% | $4,310+239.8% |
| Admin fee / account holder | $318 | $163+94.6% | $10,010-96.8% | $188+69.1% |