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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,778 |
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 | $134,667 | $68,914+95.4% | $136,749-1.5% | $74,304+81.2% |
| Participation rate | 95.2% | 51.3%+43.9pp | 72.1%+23.1pp | 60.3%+34.9pp |
| Annual return | 13.70% | 16.34%-2.6pp | 24.33%-10.6pp | 29.43%-15.7pp |
| Employer contribution / active EE | $1,082 | $1,561-30.7% | $3,400-68.2% | $2,241-51.7% |
| Participant deferral / active EE | $5,045 | $2,541+98.5% | $4,692+7.5% | $3,767+33.9% |
| Admin fee / account holder | $648 | $3,149-79.4% | $11,386-94.3% | $2,969-78.2% |