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 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $1,322 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,063 | $46,732-65.6% | $156,549-89.7% | $55,167-70.9% |
| Participation rate | 90.5% | 65.8%+24.7pp | 84.0%+6.5pp | 69.0%+21.5pp |
| Annual return | -3.07% | 17.72%-20.8pp | 32.23%-35.3pp | 169.23%-172.3pp |
| Employer contribution / active EE | $597 | $2,105-71.7% | $5,501-89.2% | $1,963-69.6% |
| Participant deferral / active EE | $1,176 | $2,204-46.7% | $4,871-75.9% | $3,054-61.5% |
| Admin fee / account holder | $47 | $418-88.7% | $13,027-99.6% | $504-90.6% |