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 | $48,899 |
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 | $63,304 | $54,517+16.1% | $75,972-16.7% | $74,495-15.0% |
| Participation rate | 89.2% | 60.3%+28.8pp | 69.1%+20.1pp | 67.2%+22.0pp |
| Annual return | 10.93% | 31.82%-20.9pp | 359.55%-348.6pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $1,413 | $1,777-20.5% | $2,685-47.4% | $2,623-46.1% |
| Participant deferral / active EE | $4,725 | $3,066+54.1% | $4,255+11.0% | $4,346+8.7% |
| Admin fee / account holder | $395 | $2,229-82.3% | $6,467-93.9% | $1,942-79.7% |