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 | $0 |
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 | $43,836 | $55,415-20.9% | $155,509-71.8% | $74,495-41.2% |
| Participation rate | 98.6% | 61.9%+36.7pp | 78.2%+20.4pp | 67.2%+31.4pp |
| Annual return | 12.70% | 268.50%-255.8pp | 64.67%-52.0pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $6,643 | $2,267+193.0% | $4,672+42.2% | $2,623+153.3% |
| Participant deferral / active EE | $4,000 | $2,836+41.1% | $5,626-28.9% | $4,346-7.9% |
| Admin fee / account holder | $470 | $1,738-73.0% | $15,912-97.0% | $1,942-75.8% |