Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 9-year trajectory for $4.99 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 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $1,954 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,843 | $78,976-31.8% | $100,383-46.4% | $74,546-27.8% |
| Participation rate | 97.8% | 79.5%+18.3pp | 81.5%+16.3pp | 67.2%+30.6pp |
| Annual return | 26.73% | 20.62%+6.1pp | 49.26%-22.5pp | 1366.03%-1339.3pp |
| Employer contribution / active EE | $6,704 | $3,019+122.1% | $3,944+70.0% | $2,624+155.5% |
| Participant deferral / active EE | $14,226 | $7,758+83.4% | $8,086+75.9% | $4,347+227.2% |
| Admin fee / account holder | $382 | $1,330-71.3% | $7,900-95.2% | $1,944-80.3% |