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 Service code 15 · EIN 01-0233346 | Recordkeeping | $2,860 |
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 | $76,232 | $77,660-1.8% | $109,143-30.2% | $79,386-4.0% |
| Participation rate | 82.7% | 67.8%+14.9pp | 75.9%+6.8pp | 70.7%+12.0pp |
| Annual return | 12.00% | 23.44%-11.4pp | 25.75%-13.7pp | 116.85%-104.9pp |
| Employer contribution / active EE | $1,059 | $2,797-62.2% | $3,722-71.6% | $2,427-56.4% |
| Participant deferral / active EE | $2,798 | $3,518-20.4% | $4,653-39.9% | $4,046-30.8% |
| Admin fee / account holder | $527 | $732-28.1% | $6,752-92.2% | $626-15.9% |