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 | Recordkeeping | $256 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,581 | $75,183-74.0% | $123,892-84.2% | $55,167-64.5% |
| Participation rate | 80.7% | 72.8%+7.9pp | 81.4%-0.7pp | 69.0%+11.7pp |
| Annual return | 10.84% | 19.01%-8.2pp | 47.52%-36.7pp | 169.23%-158.4pp |
| Employer contribution / active EE | $1,913 | $2,823-32.2% | $4,617-58.6% | $1,963-2.5% |
| Participant deferral / active EE | $4,407 | $5,084-13.3% | $5,984-26.4% | $3,054+44.3% |
| Admin fee / account holder | $53 | $663-92.0% | $8,357-99.4% | $504-89.5% |