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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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 | $33,843 | $44,873-24.6% | $79,464-57.4% | $56,287-39.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 73.3%+26.7pp | 69.9%+30.1pp |
| Annual return | -8.14% | 0.81%-9.0pp | 718.14%-726.3pp | -9.96%+1.8pp |
| Employer contribution / active EE | $2,947 | $2,140+37.7% | $2,800+5.2% | $2,111+39.6% |
| Participant deferral / active EE | $1,014 | $2,746-63.1% | $3,704-72.6% | $3,350-69.7% |
| Admin fee / account holder | $180 | $418-57.0% | $5,113-96.5% | $521-65.5% |