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 | $740 |
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 | $134,006 | $82,978+61.5% | $129,995+3.1% | $71,457+87.5% |
| Participation rate | 90.7% | 74.1%+16.6pp | 78.5%+12.2pp | 67.9%+22.8pp |
| Annual return | 17.76% | 20.60%-2.8pp | -137.18%+154.9pp | 28.85%-11.1pp |
| Employer contribution / active EE | $1,389 | $2,622-47.0% | $4,320-67.8% | $2,588-46.3% |
| Participant deferral / active EE | $7,054 | $4,432+59.2% | $5,820+21.2% | $4,289+64.5% |
| Admin fee / account holder | $342 | $1,729-80.2% | $10,614-96.8% | $1,587-78.5% |