Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,667 | $64,890+107.5% | $134,172+0.4% | $67,986+98.1% |
| Participation rate | 95.2% | 48.5%+46.7pp | 72.5%+22.8pp | 57.2%+38.0pp |
| Annual return | 13.70% | 16.12%-2.4pp | 25.30%-11.6pp | 31.67%-18.0pp |
| Employer contribution / active EE | $1,082 | $1,360-20.4% | $3,420-68.4% | $2,019-46.4% |
| Participant deferral / active EE | $5,045 | $2,289+120.5% | $4,690+7.6% | $3,358+50.2% |
| Admin fee / account holder | $648 | $3,140-79.4% | $12,016-94.6% | $3,203-79.8% |