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 | $1,221 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,243 | $52,293-53.6% | $178,490-86.4% | $73,409-67.0% |
| Participation rate | 85.8% | 65.3%+20.5pp | 81.9%+3.9pp | 72.2%+13.6pp |
| Annual return | 16.36% | 34.75%-18.4pp | 151.07%-134.7pp | 59.29%-42.9pp |
| Employer contribution / active EE | $1,718 | $1,735-1.0% | $5,011-65.7% | $2,234-23.1% |
| Participant deferral / active EE | $2,635 | $2,332+13.0% | $5,202-49.3% | $3,805-30.7% |
| Admin fee / account holder | $136 | $127+6.4% | $13,984-99.0% | $158-14.1% |