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 INS CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $275 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $398,605 | $299,959+32.9% | $185,823+114.5% | - |
| Participation rate | 99.0% | 61.2%+37.8pp | 81.7%+17.3pp | - |
| Annual return | 12.57% | 9.80%+2.8pp | 122.05%-109.5pp | - |
| Employer contribution / active EE | $13,664 | $1,731+689.5% | $5,167+164.4% | - |
| Participant deferral / active EE | $9,952 | $2,385+317.2% | $5,568+78.7% | - |
| Admin fee / account holder | $2,386 | $47,864-95.0% | $16,237-85.3% | - |