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 LIFE INSURANCE Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $922 |
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 | $66,346 | $66,813-0.7% | $100,516-34.0% | $73,488-9.7% |
| Participation rate | 88.8% | 77.5%+11.3pp | 79.4%+9.4pp | 70.7%+18.1pp |
| Annual return | 15.23% | 25.70%-10.5pp | 30.89%-15.7pp | 28.51%-13.3pp |
| Employer contribution / active EE | $1,863 | $2,147-13.2% | $3,418-45.5% | $2,270-17.9% |
| Participant deferral / active EE | $3,875 | $5,883-34.1% | $6,270-38.2% | $3,740+3.6% |
| Admin fee / account holder | $405 | $512-21.0% | $8,081-95.0% | $513-21.2% |