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 8-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 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $464 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $32,967 | $61,272-46.2% | $149,673-78.0% | $71,457-53.9% |
| Participation rate | 99.1% | 62.5%+36.6pp | 78.8%+20.4pp | 67.9%+31.2pp |
| Annual return | 17.09% | 35.85%-18.8pp | 134.42%-117.3pp | 28.85%-11.8pp |
| Employer contribution / active EE | $7,391 | $2,378+210.8% | $4,818+53.4% | $2,588+185.6% |
| Participant deferral / active EE | $3,623 | $2,917+24.2% | $5,680-36.2% | $4,289-15.5% |
| Admin fee / account holder | $316 | $1,261-74.9% | $13,210-97.6% | $1,587-80.1% |