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 RETIREMENT PLAN SERVICES · BUFFALO, NY 142010600 | Recordkeeping | $3,463 |
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.)
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 | $37,882 | $62,327-39.2% | $120,354-68.5% | $74,495-49.1% |
| Participation rate | 66.7% | 56.8%+9.9pp | 71.9%-5.2pp | 67.2%-0.5pp |
| Annual return | 11.54% | 18.61%-7.1pp | 107.15%-95.6pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $1,868 | $1,843+1.3% | $3,463-46.0% | $2,623-28.8% |
| Participant deferral / active EE | $3,060 | $2,893+5.8% | $4,991-38.7% | $4,346-29.6% |
| Admin fee / account holder | $316 | $2,396-86.8% | $9,423-96.6% | $1,942-83.7% |