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 13-3646501 | Recordkeeping | $194 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,238 | $61,214-16.3% | $83,333-38.5% | $56,287-9.0% |
| Participation rate | 74.3% | 72.6%+1.7pp | 77.8%-3.5pp | 69.9%+4.5pp |
| Annual return | -6.34% | 0.42%-6.8pp | 10.63%-17.0pp | -9.96%+3.6pp |
| Employer contribution / active EE | $1,340 | $1,925-30.4% | $3,379-60.3% | $2,111-36.5% |
| Participant deferral / active EE | $6,436 | $5,091+26.4% | $5,565+15.7% | $3,350+92.1% |
| Admin fee / account holder | $6 | $512-98.8% | $7,510-99.9% | $521-98.8% |