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 7-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 | $250 |
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 | $38,354 | $69,477-44.8% | $94,646-59.5% | $71,457-46.3% |
| Participation rate | 97.3% | 78.4%+18.9pp | 80.8%+16.5pp | 67.9%+29.4pp |
| Annual return | 28.26% | 29.66%-1.4pp | 156.71%-128.4pp | 28.85%-0.6pp |
| Employer contribution / active EE | $3,276 | $2,853+14.8% | $3,672-10.8% | $2,588+26.6% |
| Participant deferral / active EE | $9,034 | $7,345+23.0% | $7,418+21.8% | $4,289+110.6% |
| Admin fee / account holder | $324 | $1,210-73.2% | $7,231-95.5% | $1,587-79.6% |