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 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $971 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,362 | $73,867-45.4% | $143,757-71.9% | $68,494-41.1% |
| Participation rate | 76.4% | 66.7%+9.7pp | 80.3%-3.9pp | 67.9%+8.5pp |
| Annual return | -14.35% | 1.01%-15.4pp | -0.04%-14.3pp | -7.84%-6.5pp |
| Employer contribution / active EE | $2,136 | $3,184-32.9% | $4,951-56.8% | $2,596-17.7% |
| Participant deferral / active EE | $2,789 | $3,384-17.6% | $5,637-50.5% | $4,027-30.7% |
| Admin fee / account holder | $301 | $5,755-94.8% | $14,673-97.9% | $5,403-94.4% |