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 | $700 |
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 | $351,259 | $61,272+473.3% | $149,673+134.7% | $71,457+391.6% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 13.96% | 35.85%-21.9pp | 134.42%-120.5pp | 28.85%-14.9pp |
| Employer contribution / active EE | $14,519 | $2,378+510.5% | $4,818+201.4% | $2,588+461.1% |
| Participant deferral / active EE | $9,578 | $2,917+228.4% | $5,680+68.6% | $4,289+123.3% |
| Admin fee / account holder | $1,753 | $1,261+39.0% | $13,210-86.7% | $1,587+10.4% |