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 | $600 |
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 | $354,337 | $55,415+539.4% | $155,509+127.9% | $74,495+375.7% |
| Participation rate | 96.8% | 61.9%+34.9pp | 78.2%+18.6pp | 67.2%+29.6pp |
| Annual return | 11.47% | 268.50%-257.0pp | 64.67%-53.2pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $12,566 | $2,267+454.3% | $4,672+168.9% | $2,623+379.1% |
| Participant deferral / active EE | $7,526 | $2,836+165.4% | $5,626+33.8% | $4,346+73.2% |
| Admin fee / account holder | $1,679 | $1,738-3.4% | $15,912-89.4% | $1,942-13.5% |