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 LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $182 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $214,910 | $101,317+112.1% | $146,958+46.2% | $74,495+188.5% |
| Participation rate | 99.5% | 75.5%+23.9pp | 82.2%+17.3pp | 67.2%+32.3pp |
| Annual return | 12.17% | 8730.91%-8718.7pp | 418.34%-406.2pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $6,237 | $3,810+63.7% | $4,933+26.4% | $2,623+137.8% |
| Participant deferral / active EE | $10,394 | $7,303+42.3% | $8,070+28.8% | $4,346+139.2% |
| Admin fee / account holder | $606 | $1,739-65.1% | $12,998-95.3% | $1,942-68.8% |