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 USA Service code 15 · EIN 31-4156830 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,664 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $70,608 | $79,519-11.2% | $95,952-26.4% | $73,409-3.8% |
| Participation rate | 93.8% | 81.2%+12.6pp | 77.1%+16.7pp | 72.2%+21.6pp |
| Annual return | 11.40% | 19.20%-7.8pp | 91.61%-80.2pp | 59.29%-47.9pp |
| Employer contribution / active EE | $1,743 | $2,048-14.9% | $2,541-31.4% | $2,234-21.9% |
| Participant deferral / active EE | $2,463 | $4,138-40.5% | $4,167-40.9% | $3,805-35.3% |
| Admin fee / account holder | $441 | $184+139.4% | $6,795-93.5% | $158+179.5% |