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 | $200 |
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 | $29,967 | $52,884-43.3% | $84,750-64.6% | $55,167-45.7% |
| Participation rate | 95.9% | 67.5%+28.4pp | 76.6%+19.3pp | 69.0%+26.9pp |
| Annual return | 16.22% | 18.03%-1.8pp | 22.78%-6.6pp | 169.23%-153.0pp |
| Employer contribution / active EE | $1,576 | $2,233-29.4% | $3,574-55.9% | $1,963-19.7% |
| Participant deferral / active EE | $6,975 | $2,644+163.8% | $3,712+87.9% | $3,054+128.4% |
| Admin fee / account holder | $13 | $581-97.7% | $5,332-99.8% | $504-97.4% |