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 | $1,508 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $37,196 | $136,307-72.7% | $177,821-79.1% | $73,488-49.4% |
| Participation rate | 96.9% | 86.1%+10.8pp | 87.7%+9.2pp | 70.7%+26.2pp |
| Annual return | 44.13% | 18.68%+25.5pp | 48.32%-4.2pp | 28.51%+15.6pp |
| Employer contribution / active EE | $3,686 | $3,712-0.7% | $5,918-37.7% | $2,270+62.3% |
| Participant deferral / active EE | $4,381 | $5,829-24.8% | $7,714-43.2% | $3,740+17.2% |
| Admin fee / account holder | $206 | $596-65.4% | $12,427-98.3% | $513-59.8% |