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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $4,221 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,270 | $66,528+10.1% | $86,874-15.7% | $86,799-15.6% |
| Participation rate | 35.0% | 72.4%-37.3pp | 71.6%-36.6pp | 72.3%-37.3pp |
| Annual return | 21.76% | 19.56%+2.2pp | 63.52%-41.8pp | 97.91%-76.1pp |
| Employer contribution / active EE | $1,217 | $2,007-39.4% | $2,495-51.2% | $2,405-49.4% |
| Participant deferral / active EE | $2,657 | $3,240-18.0% | $3,699-28.2% | $4,131-35.7% |
| Admin fee / account holder | $460 | $148+210.3% | $5,828-92.1% | $170+171.1% |