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 LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $28,681 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $69,650 | $58,264+19.5% | $86,612-19.6% | $71,457-2.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 16.93% | 21.63%-4.7pp | 591.07%-574.1pp | 28.85%-11.9pp |
| Employer contribution / active EE | $3,020 | $2,574+17.3% | $3,022-0.1% | $2,588+16.7% |
| Participant deferral / active EE | $2,831 | $3,436-17.6% | $4,438-36.2% | $4,289-34.0% |
| Admin fee / account holder | $313 | $1,057-70.4% | $5,614-94.4% | $1,587-80.3% |