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 | $4,516 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $111,095 | $65,435+69.8% | $86,677+28.2% | $66,914+66.0% |
| Participation rate | 99.0% | 75.5%+23.6pp | 76.6%+22.5pp | 69.8%+29.2pp |
| Annual return | -15.81% | -10.89%-4.9pp | 35.91%-51.7pp | 1.58%-17.4pp |
| Employer contribution / active EE | $5,393 | $2,153+150.5% | $2,836+90.1% | $2,544+112.0% |
| Participant deferral / active EE | $2,227 | $4,100-45.7% | $4,656-52.2% | $4,237-47.4% |
| Admin fee / account holder | $449 | $642-30.0% | $7,493-94.0% | $593-24.3% |