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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $4,084 |
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).
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 | $95,584 | $76,670+24.7% | $96,683-1.1% | $71,457+33.8% |
| Participation rate | 79.9% | 66.6%+13.3pp | 74.3%+5.5pp | 67.9%+11.9pp |
| Annual return | 15.57% | 48.29%-32.7pp | 35.69%-20.1pp | 28.85%-13.3pp |
| Employer contribution / active EE | $9,063 | $3,031+199.0% | $3,737+142.5% | $2,588+250.2% |
| Participant deferral / active EE | $3,844 | $3,771+1.9% | $4,878-21.2% | $4,289-10.4% |
| Admin fee / account holder | $423 | $2,028-79.2% | $6,730-93.7% | $1,587-73.4% |