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 04-2675571 | Advisory (Participants) | $41,225 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $934 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,741 | $111,608+16.2% | $177,821-27.0% | $73,409+76.7% |
| Participation rate | 97.3% | 87.9%+9.4pp | 87.7%+9.6pp | 72.2%+25.1pp |
| Annual return | 22.58% | 18.23%+4.4pp | 48.32%-25.7pp | 59.29%-36.7pp |
| Employer contribution / active EE | $3,598 | $3,796-5.2% | $5,918-39.2% | $2,234+61.1% |
| Participant deferral / active EE | $4,456 | $6,199-28.1% | $7,714-42.2% | $3,805+17.1% |
| Admin fee / account holder | $306 | $166+85.1% | $12,427-97.5% | $158+94.1% |