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 | $6,852 |
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 | $99,784 | $80,724+23.6% | $103,333-3.4% | $74,495+33.9% |
| Participation rate | 88.4% | 65.7%+22.7pp | 74.5%+13.9pp | 67.2%+21.2pp |
| Annual return | 13.03% | 27.56%-14.5pp | 24.88%-11.9pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $9,477 | $3,157+200.2% | $3,868+145.0% | $2,623+261.3% |
| Participant deferral / active EE | $5,110 | $3,860+32.4% | $5,057+1.0% | $4,346+17.6% |
| Admin fee / account holder | $513 | $2,368-78.3% | $8,355-93.9% | $1,942-73.6% |