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 5-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 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $800 |
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 | $47,317 | $91,407-48.2% | $135,903-65.2% | $71,457-33.8% |
| Participation rate | 79.4% | 75.7%+3.8pp | 81.9%-2.5pp | 67.9%+11.5pp |
| Annual return | 31.55% | 29.90%+1.7pp | 68.23%-36.7pp | 28.85%+2.7pp |
| Employer contribution / active EE | $4,298 | $3,703+16.1% | $4,856-11.5% | $2,588+66.1% |
| Participant deferral / active EE | $9,220 | $7,092+30.0% | $7,758+18.9% | $4,289+115.0% |
| Admin fee / account holder | $340 | $1,266-73.1% | $10,762-96.8% | $1,587-78.6% |