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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-2333346 | Recordkeeping | $1,062 |
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 | $45,978 | $88,982-48.3% | $102,438-55.1% | $77,671-40.8% |
| Participation rate | 86.7% | 80.9%+5.8pp | 76.5%+10.2pp | 70.6%+16.1pp |
| Annual return | 13.90% | 25.01%-11.1pp | 29.37%-15.5pp | 31.21%-17.3pp |
| Employer contribution / active EE | $1,867 | $2,698-30.8% | $3,024-38.3% | $2,726-31.5% |
| Participant deferral / active EE | $2,839 | $5,144-44.8% | $5,054-43.8% | $4,648-38.9% |
| Admin fee / account holder | $311 | $236+32.0% | $9,448-96.7% | $430-27.7% |