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 Service code 15 · EIN 01-0233346 | Recordkeeping | $8,762 |
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 | $67,218 | $50,815+32.3% | $155,509-56.8% | $77,643-13.4% |
| Participation rate | 76.5% | 63.1%+13.4pp | 78.2%-1.7pp | 70.6%+5.9pp |
| Annual return | 14.20% | 34.80%-20.6pp | 64.67%-50.5pp | 31.24%-17.0pp |
| Employer contribution / active EE | $3,639 | $1,993+82.6% | $4,672-22.1% | $2,726+33.5% |
| Participant deferral / active EE | $3,478 | $2,822+23.2% | $5,626-38.2% | $4,647-25.2% |
| Admin fee / account holder | $319 | $437-27.1% | $15,912-98.0% | $430-26.0% |