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 9-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 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,843 | $79,013-31.9% | $100,391-46.4% | $74,495-27.7% |
| Participation rate | 97.8% | 79.5%+18.3pp | 81.5%+16.3pp | 67.2%+30.6pp |
| Annual return | 26.73% | 20.41%+6.3pp | 49.20%-22.5pp | 1364.94%-1338.2pp |
| Employer contribution / active EE | $6,704 | $3,021+121.9% | $3,942+70.1% | $2,623+155.6% |
| Participant deferral / active EE | $14,226 | $7,760+83.3% | $8,082+76.0% | $4,346+227.4% |
| Admin fee / account holder | $382 | $1,320-71.0% | $7,899-95.2% | $1,942-80.3% |