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 RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $45,117 |
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 | $72,127 | $51,045+41.3% | $70,515+2.3% | $71,457+0.9% |
| Participation rate | 85.5% | 59.4%+26.1pp | 68.3%+17.1pp | 67.9%+17.6pp |
| Annual return | 16.62% | 42.63%-26.0pp | 32.77%-16.2pp | 28.85%-12.2pp |
| Employer contribution / active EE | $1,695 | $1,790-5.3% | $2,973-43.0% | $2,588-34.5% |
| Participant deferral / active EE | $4,396 | $3,026+45.3% | $4,567-3.7% | $4,289+2.5% |
| Admin fee / account holder | $368 | $1,994-81.5% | $6,412-94.3% | $1,587-76.8% |