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 Service code 15 · EIN 01-0233346 | Recordkeeping | $900 |
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 | $23,353 | $55,453-57.9% | $170,442-86.3% | $62,292-62.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 9.58% | 21.38%-11.8pp | 205.93%-196.4pp | 28.90%-19.3pp |
| Employer contribution / active EE | $919 | $2,164-57.5% | $5,433-83.1% | $2,042-55.0% |
| Participant deferral / active EE | $1,335 | $2,303-42.0% | $4,939-73.0% | $3,169-57.9% |
| Admin fee / account holder | $112 | $455-75.4% | $13,880-99.2% | $479-76.7% |