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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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 | $69,743 | $61,156+14.0% | $185,823-62.5% | $79,386-12.1% |
| Participation rate | 82.6% | 66.6%+16.0pp | 81.7%+0.9pp | 70.7%+11.9pp |
| Annual return | 27.03% | 19.45%+7.6pp | 122.05%-95.0pp | 116.85%-89.8pp |
| Employer contribution / active EE | $1,929 | $2,321-16.9% | $5,167-62.7% | $2,427-20.5% |
| Participant deferral / active EE | $3,708 | $2,789+33.0% | $5,568-33.4% | $4,046-8.3% |
| Admin fee / account holder | $334 | $710-52.9% | $16,237-97.9% | $626-46.7% |