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 Service code 15 · EIN 01-0233346 | Recordkeeping | $47,235 |
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 | $82,720 | $82,978-0.3% | $129,995-36.4% | $71,457+15.8% |
| Participation rate | 81.2% | 74.1%+7.1pp | 78.5%+2.7pp | 67.9%+13.2pp |
| Annual return | 17.69% | 20.60%-2.9pp | -137.18%+154.9pp | 28.85%-11.2pp |
| Employer contribution / active EE | $1,594 | $2,622-39.2% | $4,320-63.1% | $2,588-38.4% |
| Participant deferral / active EE | $4,484 | $4,432+1.2% | $5,820-23.0% | $4,289+4.6% |
| Admin fee / account holder | $406 | $1,729-76.5% | $10,614-96.2% | $1,587-74.4% |