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 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $974 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,892 | $69,515-26.8% | $86,874-41.4% | $85,850-40.7% |
| Participation rate | 62.9% | 66.3%-3.4pp | 71.6%-8.7pp | 69.3%-6.4pp |
| Annual return | 10.63% | 20.12%-9.5pp | 63.52%-52.9pp | 318.53%-307.9pp |
| Employer contribution / active EE | $1,595 | $1,880-15.2% | $2,495-36.1% | $2,565-37.8% |
| Participant deferral / active EE | $2,647 | $2,919-9.3% | $3,699-28.5% | $3,952-33.0% |
| Admin fee / account holder | $428 | $5,972-92.8% | $5,828-92.7% | $6,260-93.2% |