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 INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $2,667 |
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 | $23,050 | $62,928-63.4% | $172,739-86.7% | $67,579-65.9% |
| Participation rate | 82.4% | 64.5%+17.9pp | 82.6%-0.3pp | 71.3%+11.1pp |
| Annual return | 22.44% | 30.36%-7.9pp | 802.84%-780.4pp | 378.56%-356.1pp |
| Employer contribution / active EE | $1,498 | $1,636-8.5% | $5,143-70.9% | $2,148-30.3% |
| Participant deferral / active EE | $2,544 | $2,145+18.6% | $5,198-51.0% | $3,539-28.1% |
| Admin fee / account holder | $210 | $167+26.0% | $13,954-98.5% | $142+47.5% |