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 INS CO USA Service code 15 · EIN 13-3646501 | Recordkeeping | $48,124 |
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 | $84,663 | $80,753+4.8% | $136,294-37.9% | $62,292+35.9% |
| Participation rate | 84.8% | 73.5%+11.3pp | 81.9%+2.9pp | 69.5%+15.3pp |
| Annual return | 15.31% | 35.83%-20.5pp | 5155.94%-5140.6pp | 28.90%-13.6pp |
| Employer contribution / active EE | $6,247 | $2,884+116.6% | $4,695+33.0% | $2,042+205.9% |
| Participant deferral / active EE | $7,728 | $5,164+49.6% | $6,247+23.7% | $3,169+143.8% |
| Admin fee / account holder | $2 | $525-99.6% | $9,243-100.0% | $479-99.5% |