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 601 CONGRESS STREET · BOSTON, MA 02210 | Recordkeeping | $44 |
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 | $62,912 | $46,674+34.8% | $117,472-46.4% | $68,494-8.1% |
| Participation rate | 70.7% | 56.8%+13.9pp | 70.6%+0.1pp | 67.9%+2.8pp |
| Annual return | -16.03% | -14.52%-1.5pp | 29.74%-45.8pp | -7.84%-8.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,114 | $2,636+169.9% | $4,070+74.8% | $4,027+76.7% |
| Admin fee / account holder | $419 | $4,020-89.6% | $5,645-92.6% | $5,403-92.2% |